by the Storen Team | Feb 4, 2026 | Businesses, Community, Education, Events, Financial Fitness, Financial Planning, Resources, Resources for Businesses, Retirement, Taxes, Young Professionals
Do you have the tools you need for financial success this year? Our goal is to provide a variety of educational events for our clients and surrounding community members in order to help you along your financial journey. When you prioritize financial education, you...
by the Storen Team | Jan 30, 2026 | Resources
Privacy Policy — Tracking Technologies Google Analytics We use Google Analytics, a web analytics service provided by Google LLC, to collect information about how visitors interact with our website. This may include data such as pages visited, time spent on the site,...
by the Storen Team | Jan 28, 2026 | Businesses, Resources for Businesses
Three Topics Real Estate Agents Should Consult a Professional About Are you a realtor whose business has taken off? Perhaps you’ve become the professional who helps others find their dream homes. Now, you’re presented with the challenge of managing a rapidly...
by the Storen Team | Jan 28, 2026 | Newsletters
Have you read our January Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regulations as well as upcoming Storen...
by the Storen Team | Jan 16, 2026 | Financial Planning, Retirement
Storen Financial in the Press: Launch of Storen Legacy Partners Recently, Storen Financial announced a strategic alliance with Dynasty Financial Partners, a leading platform for independent wealth management firms, to establish our own Registered Investment Advisor...
by the Storen Team | Jan 1, 2026 | Forms
These forms are intended to be used by our investment clients or those seeking an investment consultation. If you have any questions about anything at all, please give us a call. Click to access the pdf of these forms, download or complete in your browser. Investment...
by the Storen Team | Jan 1, 2026 | Forms
These forms and resources are intended to be used by our business clients or those seeking additional business services. If you have any questions about anything at all, please give us a call. Services and Pricing 1099 Request Form Starting a New Business Checklist...
by the Storen Team | Dec 31, 2025 | Blog Content Library
Quickly find the information you need in our blog library of helpful tools, tips, and resources. If you have questions about anything, please contact us. Click the title to access each blog. Financial Planning, Investments, & Personal Finance • Exciting...
by the Storen Team | Dec 17, 2025 | Meet the Team
Kaleb Renner Accounting Advisor Kaleb joined the Business Services team at Storen Financial in December 2025. He holds a Bachelor’s degree in finance from the IU Kelley School of Business and brings with him over two years of hands-on accounting experience from Meyer...
by the Storen Team | Dec 17, 2025 | Meet the Team
Lexy Lauer Accounting Advisor QuickBooks Online Certified ProAdvisor Lexy joined the Business Services team at Storen Financial in December 2025, after beginning her career in the accounting office of a car dealership. As a Business Accountant, she utilizes QuickBooks...
