Products by Beck Financial Strategies

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Financial Wellness

Financial Planning & Education

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 is...

Financial Planning

Pathways to Retirement

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 in...

HR Books & Publications

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 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 really...

Financial Services

Business Financial Plan

Beck Financial Strategies was founded over 35 years ago by Nancy Beck CFP®, as an Independent Fee-based financial planning firm. BeckFS provides a financial planning service for business owners that includes a “One Stop Shop” of advisors, otherwise known as our Under One Roof Planning...

Conferences Seminars Educational Programs

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 enhancing financial education by providing a series of financial planning workshops for corporations, associations and various 501c3 organizations. She is also a Federal Retirement...

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