Financial Planning & Investments

Our Team of Financial Professionals at Storen Financial will work with you to create a comprehensive plan based on tax-saving strategies that will help you pursue your financial goals. From retirement planning, to investments and IRA’s, our dedicated service teams are here to serve and support you.

Team Partnership

Our dedicated service teams offer you the most personalized and consistent attention and remain committed to you and your financial future.

Expert Guidance

With more than 60 years of combined experience and annual continuing education requirements, our team is always striving for excellence while remaining true to our core values.

Fee Transparency

All fees are transparent and factored into the plan as a whole on a tier basis vs. net weighted average. Ask how our system can help save you money.

Time-Tested Processes

Internal processes insure company wide consistency while offering the most efficient and effective experience for each and every client.

Clear Communication

Helping you pursue your financial goals requires clear communication and transparency. Your dedicated service team is always just a phone call away. 

 A partnership towards your financial success.

Our dedicated service teams work in partnership with you to ensure that you stay on a healthy financial path via sound financial planning, time-tested processes and clear communication.

Schedule a complimentary consultation today!

Financial Planning & Investment Services

Our team of experienced professionals are dedicated to helping you pursue your financial goals, while at the same time controlling risks. Working together, we will develop a comprehensive, long-term financial plan that implements a customized tax-saving strategy that fits your unique situation. Our financial planning and investment services include…

  • Retirement Planning & Income Distribution
  • Investments
  • Annuities
  • Roth IRA Conversions
  • Tax Planning & Preparation (Click here to learn more.)
  • Charitable Giving Strategies
  • Estate Planning
  • Life Insurance
  • Long Term Care Insurance
  • Employer-Sponsored Retirement Plans

Case Study: The Power of Roth Conversions to Reduce RMDs

*Interested in reviewing this Storen Financial balance sheet? Contact us to schedule a consultation with one of our Financial Advisors! This Roth conversion plan reduced the RMD total by over $285k Q: How do you reduce your tax liability and maximize your investments...

What is a family binder?

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

The importance of an annual review

Being fully engaged helps pursue financial objectives We find that clients who are most successful at reaching their personal financial goals, are fully engaged in their financial plan and attend an annual financial review with their Storen Financial advisor. During...

What should I do with unused 529 funds after a scholarship?

Q: My son received a scholarship. Can I take out leftover money without a penalty? A: Yes, you can take out some of the unused 529 funds and avoid penalty (unfortunately not tax) because of the scholarship your son received. Since you are the owner of the account, you...

College Financial Aid Planning

Tips for maximizing financial aid for college As your college bound student(s) starts preparing to head off to college, you might be thinking, "how can I make sure they receive the maximum amount of financial aid and have enough to pay for all their expenses". Many...

Top 6 ways to utilize life insurance benefits

Why is life insurance important to my family? Why is life insurance important to my family? This is a question I'm often asked by my clients. My response... life insurance is an important piece of your overall financial strategy for multiple reasons. By having life...

Think you don’t need an estate plan or a will? Think again!

One of the most common things I hear from clients is that they don’t have enough money or assets to warrant having a will or estate plan. But estate planning isn’t only for “rich people.” In fact, for those with modest wealth, a good estate plan is the best way to...

An amazing turnout for the Ed Slott virtual event!

Over 200+ joined us virtually to learn from Ed Slott! What an amazing turnout and fantastic program! We are grateful to have hosted over 200 clients and non-clients alike, for our virtual educational event, featuring IRA expert, Ed Slott. If you missed it, don't...

The Roth Conversion Conversation

Article from Ed Slott and Company, LLC When visiting the doctor, does he or she ask foundational questions to help determine your medical condition? Of course. “How are you feeling?” “Are you a smoker?” “What hurts?” Does the doctor take some basic measurements –...

A history of the top 4 U.S. indices

Did you know that there are approximately 5,000 indexes in the U.S. alone? This month I thought I’d give you some background on four of our major indices we follow… Dow Jones Industrial Average Dow Jones Industrial Average (DJIA) currently represents 30 major...

Our team is committed to providing you…

  • Honesty and transparency.
  • A partnership to achieve your identified goals.
  • Guidance through complex Tax and IRA rules affecting your life events.
  • Relevant continuing education and coaching.
  • Ongoing portfolio analysis and rebalancing strategies.
  • A dedicated, knowledgeable service team to support you.

Why Storen Financial?

At Storen Financial, we are continuously striving to find ways to better serve our clients. We are continually making improvements that will enable us to focus on outlining your personal financial goals and implementing strategies to obtain them.

Your 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. To schedule your annual review or an initial complimentary consultation, contact us today.

Learn more: The importance of an annual review

We find that clients who are most successful at reaching their personal financial goals, are fully engaged in their financial plan and attend an annual financial review with their Storen Financial advisor. Some of the items covered in these reviews include… Click here to read this blog.

Learn more: What is a family binder?

A ‘family binder’ can be used to organize and keep track of information, accounts, wishes, notes, etc. Anything you may want people to know in the event of an emergency or your death can be kept or noted in here. Items to consider including in the binder are… Click here to read this blog.

The 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 goal of the approach is to match an investment risk and return to our clients’ personal situation and profile. The approach is influenced by their phase of life: Accumulation, Preservation and Distribution. The ultimate result is a Now Bucket with liquidity, a Soon Bucket with limited to no downside risk and a Later Bucket with growth potential.

Team Partnership and Communication

The investment branch of Storen Financial includes multiple service teams available to provide you the most personalized and consistent attention in order to guide you expertly along the path of your financial future. Our team meets weekly to discuss important topics, problem solve and lay out a strategy for the week. We also document all processes in a central digital resource. Our goal as a team is to bring you exceptional follow up and guidance in preparation for your encouraged annual review as well as throughout the rest of the year. Click here to learn more about all of the Storen Team members, they backgrounds, education and much more. 

Commitment to Education

Our financial advisors and tax professionals remain committed to you by exceeding our continuing education requirements annually. Click here to learn about this. 

For over 15 years, Greg Storen has been an active member of Ed Slott’s 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. Ed and his team of IRA Experts are a valued part of our back-office team to help provide you with the latest strategies to help answer your toughest questions and avoid unnecessary taxes on your retirement.

Who is Ed Slott?

Ed has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.” As president and founder of Ed Slott and Company, LLC, the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers and media, he provides advanced training to financial professionals and answers to retirement savers’ most important questions.Click here to learn more.

Fee-Based System

What is a fee-based advisor and why is it important? Holding ourselves to a fiduciary standard is a key component of our approach, as we have a responsibility to our clients to do what is in their best interest. This means determining risk tolerance, completing income gap analysis, allowing us to work with a broad range of investment vehicles to accomplish goals and charge appropriate fees. We are a Registered Investment Advisory Firm and are therefore able to minimize the fees through the development and management of our in house portfolios.

Fiduciary

Storen Financial is a Fiduciary. This means we act on behalf of our clients, putting our clients’ interest ahead of our own, and upholding a duty to preserve good faith and trust.

Schedule Your Complimentary Consultation!

Contact us now to meet with one of our Financial Advisors to review your financial plans.

Schedule Your Annual Review!

Already a Storen client? Ready to setup your Annual Review? Simply contact us now and our team will get you scheduled!

Get Answers to Your Questions!

Have questions about any of this information? We are happy to help answer any you have. Simply contact us today!

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.

Frequently Asked Questions

How do I track my refund?

NEW! IRS2Go is the official mobile app of the IRS. Click here to learn more and as always, feel free to contact us with any questions you have.

Is there an age where Social Security is not taxed?

No, federal taxation of SS benefits is based on income level and not age. Anywhere from 0% to 85% of the SS benefit can be taxable based on how much other income a taxpayer is reporting. Note, Indiana does not tax anyone’s social security benefits. Click here to see more FAQs.

How are Indiana State and Local taxes calculated?

For new residents of Indiana, there is a learning curve on understanding State & Local taxes. Indiana has a flat rate for the State of 3.23%. So if you have $10,000 or $1,000,000 of taxable income, you are taxed at the same rate. In addition to this, each individual pays a county tax and each County can set their own tax rate. County rates range from .35% for Jefferson to 3.38% for Pulaski. There are a few exceptions to the rule, but an Indiana taxpayer is subject to County taxes based on where they lived on January 1st of the tax year. Click here to see more FAQs.

How much retirement income is taxed in Indiana?

Like a lot of other States, Indiana does not tax Social Security Benefits. Also, Indiana gives a full or partial deduction for pensions that originate from Railroad Retirement Board, Office of Personnel Management and Defense Finance and Accounting Service (Military Retirement). If one is not lucky enough to be receiving retirement from one of the listed entities, then your retirement income will be fully taxable to State and County. To keep from owing to Indiana on your Tax Return, please ask the Administrator if they will withhold State taxes on the benefits. If they do, then as a rule of thumb, we tell clients that 5% withholding will cover most taxpayers in the state. This covers both State and County rates. If someone knows that they live in a county with a rate greater than 1.7%, then take the percentage up to have withheld 6% or 7%. If the Administrator will not withhold State taxes, then Quarterly Estimates may need to be sent in. Like the Federal, Indiana can charge an Underpayment Penalty if more than $1,000 is owed at the end of the year.Click here to see more FAQs.

What do I bring to my tax appointment?

Get the full list of the items you need here in this checklist.

The Latest News from Storen

We’re Bringing Our Team Together Under One Roof!

*See Frequently Asked Questions Below! The Zionsville Office Expansion Project In order to improve your client experience, enhance employee growth and collaboration opportunities, streamline processes and increase efficiencies, we will be expanding our current...

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Storen Financial featured on Inside Indiana Business

Zionsville Accounting Firm Expanding HQ From Inside Indiana Business - "Zionsville-based Storen Financial has announced plans to expand its Boone County headquarters and grow its workforce. The investment and accounting firm says it will invest more than $300,000 in...

read more

Case Study: The Power of Roth Conversions to Reduce RMDs

*Interested in reviewing this Storen Financial balance sheet? Contact us to schedule a consultation with one of our Financial Advisors! This Roth conversion plan reduced the RMD total by over $285k Q: How do you reduce your tax liability and maximize your investments...

read more

Contact us with any questions you might have!

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