Innovative Alternatives to Long-term Care

Storen Financial Office 1120 W Oak St, Suite 200, Zionsville, IN

Financial Toolbox Event: Storen Financial’s Investment team along with OneAmerica representative, Scott Hall, will explain the pros, cons, and alternatives to long-term care insurance and how it factors into your comprehensive financial plan. The discussion will focus on asset-based long-term care insurance, an innovative alternative to traditional long-term care insurance that can provide protection for […]

The Trifecta of IRA Tax Planning

Storen Financial Office 1120 W Oak St, Suite 200, Zionsville, IN

Financial Toolbox Event: Storen Financial’s Investment team will educate on these three important actions you can take with your tax-qualified (IRA) monies to affect your current and future tax situations: Roth conversions – Pay tax today to allow money to grow on a tax-free basis moving forward, ultimately giving you the flexibility in retirement to […]

Business Resources

Storen Financial Office 1120 W Oak St, Suite 200, Zionsville, IN

Educational Event: Join us for this event that is the perfect small-group format to dive into topics crucial for equipping business owners for success. Our Storen Financial team members and other guest speakers will provide invaluable guidance on topics including business lending, succession planning, and employee retirement planning. Our goal is to provide educational opportunities […]