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Exit Planning is Good Business Planning

by the Storen Team | Jul 2, 2024 | Businesses, Resources, Resources for Businesses, Retirement

An exit or transition plan should be included in your business strategy. Having a business strategy to succeed in a competitive business environment, regardless of the industry, is a smart thing to do. Part of that strategic plan should include how you, as an owner,...

Event: Business Resources – August 22

by the Storen Team | Jul 1, 2024 | Businesses, Education, Events, Resources for Businesses

Strengthen Your Arsenal of Business Resources with This Educational Event Join us for this complimentary 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...

Maximize this QuickBooks Online Feature to Increase Profit

by the Storen Team | Jun 5, 2024 | Businesses, QuickBooks, Resources, Resources for Businesses

Are you accurately tracking your income and expenses? Many users do not take full advantage of the countless features QuickBooks Online offers to help businesses track their income and expenses. Starting the new month, quarter, or year with fresh features at your...

Education is the Foundation for Success

by the Storen Team | Jun 3, 2024 | Businesses, Resources for Businesses

Streamline and Enhance Your Business with Storen Training Programs Why take one of our business training courses? The answer is simple. Save yourself the time of making costly mistakes and reinvest it in more important aspects of your business. When you know how to...

Video: What is our top advice for business owners?

by the Storen Team | May 20, 2024 | Businesses, Resources, Resources for Businesses, Taxes, Videos

VIDEO: Click here to watch on YouTube. Tax Services Manager, Kim Storen, shares her top advice for business owners. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our advisory,...

A Multi-Directional Approach for Business Financials

by the Storen Team | May 9, 2024 | Businesses, Resources, Resources for Businesses, Taxes

Strategizing the Future and Analyzing the Past As a business owner, you know your business is constantly changing. You may be frequently asking yourself, “How is the current state of my business? Am I on track to meet my goals?” To effectively answer these...
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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.

Contact:

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.

All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Storen Financial as of the date hereof, which are subject to change without notice at any time. Storen Financial does not represent that any opinion or projection will be realized. Neither Storen Financial nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.

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