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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 –...

Financial Fitness Check Up – #6

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

As we dive headlong into summer — and to vacations and family outings — there may be a tendency to spend more money than perhaps you’ve budgeted for. This month, we look at your financial health and mindful spending. Monthly Project Recap: January – Set your...

Financial Fitness Check Up – #5

by the Storen Team | Jun 11, 2020 | Financial Fitness, Financial Planning, Resources

As we move into the summer months and the more relaxed pace it brings, it’s a great time to pause and do a mid-year financial check-up. Monthly Project Recap: January – Set your intentions (goals, budgets, contributions) February – Prepare for tax time...

Financial Fitness Check Up – #4 – Invest in Education

by the Storen Team | Apr 28, 2020 | Financial Fitness, Financial Planning, Resources

May’s challenge focuses on re-evaluating your higher education savings plan. This year has had some unique challenges. Storen Financial offers tools to guide you as you save for education expenses, even in this economic climate. One good way to do this is to take...

Financial Fitness Check Up – #3 – Spring Cleaning

by the Storen Team | Apr 2, 2020 | Financial Fitness, Financial Planning, Resources, Retirement

Spring is in the air and it’s not only a great time to tackle those seasonal cleaning chores, but to also review where you stand financially. Free credit reports are available for you to take stock of your standing and uncovering potential issues. Here at Storen...

Financial Fitness Check Up – #2

by the Storen Team | Mar 4, 2020 | Financial Fitness, Financial Planning, Resources, Retirement

As we continue along the monthly process of improving our financial health I introduced in last month’s blog (Click here to read), we move toward cleanup, organization and simplification of our financial accounts. Monthly Project Recap: January – Set your...
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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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