Nancy Beck

Nancy Beck is a CERTIFIED FINANCIAL PLANNER™ professional and began her career in the financial services industry in 1984. She is the founder of Beck Financial Strategies, an independent, fee-based financial planning firm located on the historic Ft. Benjamin Harrison Campus in Indianapolis, Indiana. Beck holds FINRA Series 6, 7, 63 & SIE securities licenses and Life & Health insurance licenses in various states. She is also registered as an Investment Advisor Representative.

Beck is a dynamic speaker and has been dedicated to enhancing financial education by providing a series of financial planning workshops for corporations, associations, and various 501(c)(3) organizations. She is also a federal retirement planning professional and provides benefits education and training for federal and civil service employees.

Beck is a member of the FPA (Financial Planning Association), NAWBO (National Association of Women Business Owners), SHRM (Society of Human Resource Management), as well as the Lawrence Chamber of Commerce. She has served as an adjunct faculty member for the College for Financial Planning, Colorado. She has been quoted in the Indianapolis Business Journal and The Indianapolis Star and periodically writes articles for various local newspapers.

Beck is also an award-winning portrait and plein air (in which works of outdoor scenes are created live onsite) artist. Her work has been accepted in the prestigious Indianapolis Hoosier Salon, from which she received a purchase award for one of her portraits. You will find her art exhibited in various galleries in the Florida Keys, in Indianapolis, and on her website, www.NancyBeckFineArt.com. Additionally, one of her paintings is exhibited in the permanent collection of The Truman Little White House Museum (in Key West, Florida) after winning the 2016 Plein Air Competition.

She and her husband, John, have been avid world travelers, seeking locations where they can ride bikes and where she can paint en plein air. Since the pandemic, however, they have focused their touring within the United States in their RV, which they endearingly refer to as “ET” (for “Expensive Toilet”). The name was inspired by one of her clients.

Nancy is also an amateur musician and always has one of her much-loved ukuleles or guitars ready to play with friends and colleagues she meets while biking and traveling. Playing music reminds her to “Play More” in general, a motto she tries to instill in the minds of her clients as well.

“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.”

Nancy provides financial services for clients throughout the country. She and her husband reside in Indianapolis, Indiana, and also on the quintessential Love Lane in Key West, Florida.