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.
Dedicated service teams focus on personalized service.
Commitment to Education
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
Processes and strategies
What’s the difference between Storen Financial and your average advisor?
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.
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.
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.
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.
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.
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.
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.
Financial Planning & Investment Services
Roth IRA Conversions
Social Security Planning
Tax Planning & Preparation
Charitable Giving Strategies
Long Term Care Insurance
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.
Read the latest news and resources on our blog
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...
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 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,...