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Beck Financial Strategies 

5825 North Post Road
Indianapolis, IN 46216

Phone:

317-547-1200

E-mail:

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THE ART OF THE PLAN

A Guide to Financial Success So You Can Play More!

By Nancy Beck CFP®

Amazon Best Seller - Home | Facebook

  • How Can I Start Living the Life I Want To Live?

  • How Can I Stop Worrying About Money?

  • How Will I Know If I Can Retire?

  • What If I Am Missing Something In My Financial Planning?

If you find yourself asking these same questions, then this book is for you.

Welcome to Beck Financial Strategies. Please see which entrance below best applies to you and your situation and Come On In!

Are you...

Beginning to Build your Financial Foundation and Priorities

Working to Grow your Business and Maintain Key Quality Employees

Planning for a Secure Retirement that will Last Your Lifetime

Looking to leave a legacy for Your family & the Charities you love?

Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Check the background of this financial professional on FINRA's BrokerCheck