Beck Financial Strategies

5825 North Post Road
Indianapolis, IN 46216

About Beck Financial Strategies

Nancy Beck is the founder of Beck Financial Strategies, an Independent Fee-based Financial Planning firm, and Best-Selling Author of the THE ART OF THE PLAN: A Guide To Financial Success So You Can Play More. She is a dynamic speaker and has been dedicated to enhancing financial awareness by providing inspiring programs for corporations, associations and 501c3 organizations for over 30 years.

The organizations who sponsor these workshops, find the programs to be one of the most popular in their employee and membership benefit packages. Nancy inspires and educates people on the benefits of financial planning and provides customized full-service financial planning assistance to help people achieve their financial freedom.

Nancy Beck, a CFP® professional, holds FINRA Series 6, 7, & 63 securities and Life & Health insurance licenses. Beck is a member of the FPA, (Financial Planning Association), NAWBO, NAFE/WIN, as well as the Lawrence Chamber of Commerce.

Competitors of Beck Financial Strategies

SHRM 401k Solutions by Raymond James

SHRM 401k Solutions by Raymond James

Our mission is to help your employees make meaningful progress towards their financial goals, all while saving you time and improving your fiduciary protection. Our Powerful cost comparison tool allows 401(k) providers to compete for your business with an experience that will take you just... Read More

The Plan Sponsor University

The Plan Sponsor University

The Plan Sponsor University (TPSU), an affiliate of TRAU, The Retirement Advisor University, offers the most comprehensive combination of online and in-person workplace retirement plan certification program for business owners, benefits specialists or other employer fiduciaries. The Mission... Read More

ShareBuilder 401k

ShareBuilder 401k

ShareBuilder 401k is here to help businesses and their employees save more of their money for retirement. ShareBuilder 401k brings together leading online and offline technologies with a low cost, index-based approach to investing. Our 401(k) plans are supported with fully licensed 401(k)... Read More

Products by Beck Financial Strategies

By Beck Financial Strategies

Beck Financial Strategies provides dynamic financial education workshops assisting employers in maintaining good employee relationships. The organizations that sponsor these workshops find the programs to be some of the most popular in their employee benefit packages. Beck Financial Strategies... Read more »

By Beck Financial Strategies

Beck Financial Strategies provides the dynamic Pathways to Retirement workshops assisting employers with maintaining good employee relationships and helping their senior members plan for retirement. The organizations that sponsor these workshops find the programs to be some of the most popular... Read more »

By Beck Financial Strategies

This book, by Nancy Beck CFP® and founder of Beck Financial Strategies, was written for individuals and business owners who are looking for a better way to achieve financial success. By reading this book you will... *Discover how to envision your ideal life! Learn What Financial Planning... Read more »

View all products »