Contact Information

Company:   Beck Financial Strategies, Inc
Contact:    Nancy L Beck
Address:    5825 N Post Road
City:         Indianapolis
State:       IN
Zip Code:  46216
Phone:      317-547-1200
Fax:         317-547-1201
Email:       nancy.beck@oasecurities.com 
Website:   www.BeckFS.com

About My Practice

• Beck Financial Strategies Inc Offers Fee-based Financial Planning for
  • Individuals
  • Businesses
  • Government Employees Including Postal Employees, Law Enforcement, Firefighters and Air Traffic Controllers
    • FERS
    • CSRS Benefit & Pension Statements
    • FEGLI Projections
    • TSP Calculations
    • FEHB Projections
        
• Over 25 years of Experience

Offering Advice Since

1984

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Stock and bond brokerage
Long-term and elder care insurance
Budgeting and cash management
Educational workshops

Licenses, Certifications, Education, and Affiliations

Designations:  CFP®
Insurance Licenses:  Life & Health
Security Licenses::  Series 6, 62, 7, 65
Investment Advisor  Registration: Beck Financial Strategies, Inc

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Redemption fees on mutual funds or insurance products
Trail feed on mutual funds or insurance policies
Commissions and/or loads for investment products purchased

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Nancy L Beck is Registered Representative of and securities offered through OneAmerica Securities, Inc. Member FINRA, SIPC, a Registered Investment Advisor, 12800 North Meridian Street, Suite 490, Carmel, IN 46232-9422 (317-569-7600). Insurance Representative of American United Life Insurance Company®(AUL) and other insurance companies. Beck Financial Strategies is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.

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