Beck Financial Strategies

No reviews yet · Write a Review
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.

Company Details

Address
5825 North Post Road
Indianapolis, IN 46216

Competitors of Beck Financial Strategies

AbsenceSoft is a leading provider of leave and accommodations management SaaS solutions. They deliver scalable, easy-to-use, and configurable software to easily and efficiently manage 190+ statutory policies like the FMLA, ADA, and PWFA. AbsenceSoft's platform streamlines and automates leave and... Read More

2 Products 0 White Papers 0 Press Releases

The Disability Management Employer Coalition (DMEC) is the only association dedicated to providing focused education, knowledge, and networking for absence and disability professionals. Through our education programs, we deliver trusted strategies, tools, and resources to minimize lost work time,... Read More

7 Products 0 White Papers 0 Press Releases

Pulpstream’s technology helps HR teams manage leave, employee relations, and workplace incidents without the manual work, missed deadlines, or compliance risk. AI analyzes regulations in real time, reviews incoming documentation, detects patterns across cases, and surfaces what employees qualify... Read More

6 Products 0 White Papers 0 Press Releases

Products & Services

View All

Financial Planning & Education

Beck Financial Strategies provides dynamic financial education workshops assisting employers in maintaining good...

Learn More

Pathways to Retirement

Beck Financial Strategies provides the dynamic Pathways to Retirement workshops assisting employers with maintaining...

Learn More

Book - The Art of the Plan

This book, by Nancy Beck CFP® and founder of Beck Financial Strategies, was written for individuals and business owners...

Learn More

Business Financial Plan

Beck Financial Strategies was founded over 35 years ago by Nancy Beck CFP®, as an Independent Fee-based financial...

Learn More

The Art of the Plan Presentation

Nancy Beck, CFP® is a published author, (THE ART OF THE PLAN), and a dynamic speaker and has been dedicated to...

Learn More