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 Team.
“Today, our clients need more information in a coordinated fashion that they can access quickly and preferably all UNDER ONE ROOF.”
Our “One Roof Planning Team” Includes
• Nancy L Beck CFP® professional and Founder of Beck Financial Strategies
• Beth Drury Licensed Associate, Beck Financial Strategies
• Tony Sanchez Licensed Associate, Beck Financial Strategies
• Adam Warnke Elder Law and Estate Planning Attorney, Warnke Law
• Jason Kieninger CPA JMK CPA Group
• John White Senior Insurance and Medicare Specialist
Whether you need estate, or succession planning, portfolio management or retirement plan & employee benefits or tax & bookkeeping services, our team can help. SHRM Member discounts apply.