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The Finance Pillar

by the Storen Team | Oct 20, 2021 | Business Coaching, Businesses, Resources for Businesses

Are you reviewing the balance sheet and income statement monthly? This is the fourth installment of a five-part series that discusses the pillars of every successful business. This month’s pillar focuses on the finance function in your business. Just to recap, we have...

Video: What you didn’t know about Medicare

by the Storen Team | Oct 19, 2021 | Medicare, Resources, Videos

VIDEO: Click here to watch on YouTube. Medicare open enrollment is available October 15th through December 7th. Watch the recording of this virtual event where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, open...

Office Expansion Project Construction Update

by the Storen Team | Oct 5, 2021 | Team News, Videos

VIDEO: Click here to watch on YouTube. We’re making progress on our new space! Construction has begun! The progress of our Zionsville office expansion project is coming along. Watch this video for a quick tour of our space. The goal of this new addition to our...

Investing for retirement is about more than just money

by the Storen Team | Oct 3, 2021 | Education, Financial Planning, Resources, Retirement

Takeaway from the Morningstar Investment Conference While at the Morningstar Investment Conference in Chicago recently, I attended a session that discussed important aspects of enjoying a successful retirement. The information is based on retirement research done by...

What are Medicare late enrollment penalties?

by the Storen Team | Oct 2, 2021 | Medicare, Resources

Medicare open enrollment is available October 15th through December 7th. Our goal is to help individuals coming on to Medicare understand what options they have, as well as help those already on Medicare understand how their benefits work. Below are a few examples of...
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Storen Financial

About:

Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states.

Contact:

1120 W Oak St, Suite 200
Zionsville, Indiana 46077
General: 317.852.7000
Investment:  317.733.1000

Storen@StorenFinancial.com

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Please note our office is wheelchair accessible.

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Professionals associated with Storen Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA /SIPC, and offer investment advice through Brass Tax Wealth Management, a registered investment advisor; or (2) solely tax professionals of Storen Tax & Financial Group Inc., and not affiliated with LPL Financial. Registration as an investment advisor does not imply any level of skill or training. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Storen Tax & Financial Group Inc. is separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax/accounting/CPA related services. The LPL Financial representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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