CERTIFIED FINANCIAL PLANNER™ Practitioner, Author, Music Enthusiast, and Founder of Beck Financial Strategies
Ownership : 100%%
5825 N Post Road
Indianapolis, IN 46216
Member Since: 11/01/2017
Nancy L Beck
Nancy Beck is a #1 Best-Selling Author of THE ART OF THE PLAN, and founder of Beck Financial Strategies. She is a dynamic speaker who is dedicated to enhancing financial planning awareness by providing a series of inspirational programs focusing on Money and Purpose for corporations, churches, and other organizations. Many, who sponsor these workshops, find the programs to be one of the most popular, and a key component in their employee benefit package. 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.
Beck is a member of the FPA, (Financial Planning Association), NAWBO, (National Association of Women Business Owners, SHRM (Society of Human Resource Management), Indiana Owned, as well as the Lawrence Chamber of Commerce. She has served as an adjunct faculty member for the College for Financial Planning, CO. She has been quoted in the Indianapolis Business Journal and The Indianapolis Star News and periodically writes articles for various local newspapers.
In her free time, Beck is an artist and amateur musician, and enjoys biking and travel. She provides financial services for clients in many states throughout the country. She and her husband reside in Indianapolis, Indiana and in Key West, Florida.
“Life is short, and sometimes taken a bit too seriously”, She often says. “We work to develop financial solutions for our clients that will enable them to use their money for the things that are important to them. "Play More" might sound a little trite, but if we don't remind ourselves to enjoy life while we can, we often never will”.
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors Inc. (JWCA). Beck Financial Strategies and JWC/JWCA are unaffiliated entities.
- Financial Planning
- Wealth Portfolio Management
- Retirement Planning
- Investment Planning
- Author, Keynote Speaker & Workplace Education
Keywords: Financial Education, Keynote Speaker, Investment Counseling, Employee Benefits, Financial Planning, Wealth Management