by the Storen Team | Dec 1, 2021 | Meet the Team
Joseph Cavazos Investment Advisor Representative Joseph graduated from Ball State University in 2019 and began his career in finance as a retail investment service professional. After earning his SIE credential, he joined Storen Financial in 2021. Today, he plays a...
by the Storen Team | Nov 18, 2021 | Resources, Taxes, Videos
VIDEO: Click here to watch on YouTube. Video: short snippet showcasing the child tax credit Kim graced the ladies of ZWIN (Zionsville Women In Network) with her love of “talking taxes”, an annual hit with this networking group. Kim always brings a wealth of...
by the Storen Team | Nov 7, 2021 | Financial Planning, Resources, Retirement
Here is a list of items to keep in mind as the year winds down It may seem early for year-end financial planning but don’t procrastinate on planning ideas. Investors need to give themselves and their advisor time to consider if an idea would be helpful and then have...
by the Storen Team | Nov 3, 2021 | Ed Slott, Education, Financial Planning, Retirement
Members of Ed Slott’s Master Elite IRA Advisor GroupSM Attend Semiannual Virtual Workshop and Learn About Future Threats to Retirement Accounts Greg Storen of Storen Financial completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by...
by the Storen Team | Nov 2, 2021 | Business Coaching, Businesses, Resources for Businesses
Are YOU wearing too many hats? A common occurrence we encounter is working with a business owner who has become truly overwhelmed. They go into business because they are really good at something or they offer a great product or service. Before they know it, they are...
