Greg Storen, MBA - Owner

greg@storenfinancial.com 

Greg StorenAs owner of Storen Financial, Greg oversees firm operations and offers financial planning services, including IRAs, investments, life insurance, Indiana Partnership Long Term Care Insurance, and Indiana 529 College Savings planning. Greg’s area of specialization is with IRA planning and income distribution, helping clients understand IRA rules and structure, beneficiaries, and income to maximize wealth and minimize tax burden. His certifications include: Series 6, 7, 63 and 65 licenses; State Life & Health Insurance license, and Indiana Long Term Care Insurance license. Greg is an Ed Slott Master Elite IRA Advisor, and graduated from Ball State with a BS in finance and management, and he earned an MBA from Butler University.

Check the background of this investment professional on FINRA's BrokerCheck.

 

 


Recent Continuing Education and Seminars Attended:

  • Ed Slott's Master Elite IRA Advisor Groupâ„  (Atlanta - May 2016)
  • Iconic Conference (Denver - June 2016)
  • Ed Slott's Exclusive 2-Day IRA Workshop, Instant IRA Success (Atlanta - July 2016)

Client Center

- Tax Records
- Accounting

Our Latest Blog

Selling Your Primary Residence?

August 1, 2017

Courtesy of IRS Tax Tips

Tips to Keep in Mind on Income Taxes and Selling a Home

Homeowners may qualify to exclude from their income all or part of any...

Read More...

Phone: 877.STOREN1 • Fax: 317.852.7070
Email: Storen@StorenFinancial.com