Does your retirement plan include tax-saving strategies?

Learn how we help you develop a comprehensive, long-term financial plan that implements a customized tax-saving strategy that fits your unique situation.

Does your retirement plan include tax-saving strategies?

Learn how we help you develop a comprehensive, long-term financial plan that implements a customized tax-saving strategy that fits your unique situation.

Why storen financial?

Tax-Saving Investment Strategies that Focus on the Whole Picture

Our team of experienced professionals work with you to develop a comprehensive, long-term financial plan that implements customized tax-saving strategies that fit your unique situation.

These strategies not only focus on investments and stock portfolios, but factor in elements such as Medicare, Social Security, legacy planning, and much more.

=

Holistic Perspective

Investments, retirement planning and tax all converge to provide a complete view from all directions.
=

Team Partnership

Dedicated service teams focus on personalized service.

=

Commitment to Education

A long-term member of Ed Slott’s Elite IRA Advisor Group with a heavy emphasis on education.
=

Fiduciary

Acting in our clients’ best interest is at the heart of everything we do.

Listen: Learn How Our Investment Philosophy and Process is Unique

Greg Storen, President and Advisory Services Director, sits down to discuss how the Storen Financial financial planning process and philosophy impact our clients investment portfolios. Our goal is to minimize tax in order to help them keep more of their hard-earned money. Listen to learn how we go about this…

Financial Planning - Our Philosophy & Processes

by Greg Storen | President, Advisory Services Director

Processes and strategies

What’s the difference between Storen Financial and your average advisor?

Annual Review

Imperative to the overall success of your investment planning strategy is an annual review. During your review, we will set and review goals, update your balance sheet, confirm beneficiaries, discuss any life events and create strategies in pursuit of your financial success.

Click here to learn more.

Bucket Approach

The Now, Soon, Later Approach is an asset allocation strategy that guides our advisors in determining how we invest our clients’ assets. The end result is a Now Bucket with liquidity, a Soon Bucket with limited to no downside risk and a Later Bucket with growth potential.

Click here to learn more.

Elite IRA Advisor Group

Greg Storen is a long-term member of Ed Slott’s (the nation’s leading IRA expert) Elite IRA Advisor Group, an exclusive organization dedicated to the ongoing study and mastery of constantly changing and complex tax laws impacting your retirement savings.

Click here to learn more.

Dedicated Service Team

Our dedicated service team, who is always available to answer your call, provides you personalized and consistent attention. Working together, our team meets regularly to discuss investment strategies, portfolio direction, problem solve and continue our education.

Click here to learn more.

Fee-Based Approach

Our fees are transparent and factored into the plan as a whole on a tier basis vs. net weighted average. This means determining risk tolerance, completing income gap analysis, and allowing us to work with a broad range of investment vehicles to help reach your goals.

 

Fiduciary Standard

By consulting with an advisor holding himself to a fiduciary standard, you can feel confident knowing that your best interest is at the heart of everything we do. We act on behalf of our clients, putting their interest ahead of our own, and upholding a duty to preserve good faith and trust.

Click here to learn more.

Meet the
Investment Team

Partnership with our Team

Our dedicated service team works in partnership with you to ensure that you stay on a healthy financial path via sound financial planning, time-tested processes and clear communication. We’re committed to providing you…

 

  • Honesty and transparency.
  • A partnership to achieve your identified goals.
  • Guidance through complex Tax and IRA rules.
  • Relevant continuing education and coaching.
  • Ongoing portfolio analysis and rebalancing strategies.

Wealth management 

Financial Planning & Investment Services

=

Retirement Planning

=

Income Distribution

=

Investment Portfolios

=

Estate Planning

=

Roth IRA Conversions

=

Annuities

=

Life Insurance

=

Social Security Planning

=

Tax Planning & Preparation

=

Charitable Giving Strategies

=

Long Term Care Insurance

=

Medicare Advising

How can we help?

At Storen Financial, we offer so much more than tax preparation and accounting services. We go beyond the numbers to provide our clients with financial planning, in-depth consulting, and year-round support. Looking for more info? Click below to learn more.

LEARN MORE

Read the latest news and resources on our blog

7 Strategies for Your Year-End Planning

Take advantage of beneficial retirement account breaks. As December nears, many of us are hopefully starting to prepare for the upcoming tax season, especially those in the thick of retirement planning. If you’ve been busy with other end-of-the-year festivities, there...

read more

Changes Coming to 529 Plans

Have a 529 plan? These recent changes may apply to you. Article from CollegeChoice Indiana taxpayers may receive a state income tax credit equal to 20% of their contributions to a CollegeChoice 529 account, up to $1,000 per year ($500 for married filing separately)...

read more

10 Ways to Ruin a Qualified Charitable Distribution

Read what Guest IRA Expert Natalie Choate, Esq. Wellesley, MA, has to say in Ed Slott's IRA Advisor: The qualified charitable distribution (QCD) is an understandably-popular tax saving device available to older IRA owners. Created by Section 408(d)(8) of the tax code,...

read more

Contact us with any questions you might have!

13 + 2 =