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The Operations Pillar

by the Storen Team | Sep 21, 2021 | Business Coaching, Businesses, Resources for Businesses

Are you documenting core functions and processes? This is the second of a five part series that discusses the business pillars that lead to a well run and prosperous business. This month we are talking about the operations pillar. This is a pillar based on production...

Tax credits to consider when setting up a business retirement plan

by the Storen Team | Sep 20, 2021 | Businesses, Resources for Businesses, Retirement

How does the SECURE Act help small businesses? Passed in 2019, the Secure Act includes incentives in the form of tax credits for businesses to start a retirement plan. These credits can apply to a variety of retirement plans including 401(k)’s, SEP IRA’s and Simple...

Storen Financial featured on Inside Indiana Business

by the Storen Team | Sep 15, 2021 | Team News

Zionsville Accounting Firm Expanding HQ From Inside Indiana Business – “Zionsville-based Storen Financial has announced plans to expand its Boone County headquarters and grow its workforce. The investment and accounting firm says it will invest more than...

Storen Financial Announces Headquarter Expansion and Operational Reorganization

by the Storen Team | Sep 9, 2021 | Team News

Bringing our team together under one roof will allow us to operate as a cohesive unit Storen Financial, an established independent investment and accounting firm in the Indianapolis area, announces Zionsville headquarter expansion and operational reorganization. In...

Virtual Event: What you didn’t know about Medicare – October 19

by the Storen Team | Sep 8, 2021 | Education, Events, Medicare

Don’t miss this event! Medicare open enrollment is available October 15th through December 7th. Join us for this virtual event on October 19th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, open...
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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.

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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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