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Event: Family Binder Workshop – November 15

by the Storen Team | Oct 11, 2022 | Education, Events, Financial Fitness, Financial Planning

Are you prepared for an emergency? In the case of an emergency or unexpected death, are you prepared for your loved ones to deal with your affairs without having to rummage through desk drawers to locate information? Being organized when an emergency strikes eases the...

Financial Fitness Check Up – #11

by the Storen Team | Dec 3, 2020 | Financial Fitness, Financial Planning, Resources

The holiday season can bring a variety of commitments. As the year comes to a close, make a commitment to yourself to think about your retirement preparation. Monthly Project Recap: January – Set your intentions (goals, budgets, contributions) February –...

Financial Fitness Check Up – #10

by the Storen Team | Nov 12, 2020 | Financial Fitness, Financial Planning, Resources

The holiday season is traditionally a time to spend with family. Whether you gather in person or virtually, your grown children would benefit from learning about your financial plan for retirement. Monthly Project Recap: January – Set your intentions (goals,...

Financial Fitness Check Up – #9

by the Storen Team | Oct 1, 2020 | Financial Fitness, Financial Planning, Resources

With our reliance on electronic devices, we need to stay vigilant with cybersecurity. We have passwords for virtually everything and the prospect of having those passwords compromised is downright creepy. What better time of year to avoid that feeling than the month...

Financial Fitness Check Up – #8

by the Storen Team | Sep 8, 2020 | Financial Fitness, Financial Planning, Resources

Now that school is back in session, whether it’s in the classroom or online, it’s a good time to sharpen those organization skills. Monthly Project Recap: January – Set your intentions (goals, budgets, contributions) February – Prepare for tax time...

Financial Fitness Check Up – #7

by the Storen Team | Aug 6, 2020 | Financial Fitness, Financial Planning, Resources

As you relax during the dog days of summer, it’s a great time to grab a notebook and take stock of your insurance coverages, memberships and subscriptions. Monthly Project Recap: January – Set your intentions (goals, budgets, contributions) February –...
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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. 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 Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CO, FL, IA, IL, IN, KY, MD, MI, NC, OK, OR, TN & TX.