Our Services

Our team of trusted professionals implement tax-saving strategies to help individual and business clients pursue financial goals. With expertise in investing, IRAs, financial planning, tax preparation, and accounting, we offer services that cover all areas of your financial concerns under one roof.

COMPREHENSIVE SERVICES

Tax-Saving Strategies for Individuals and Businesses

Our goal at Storen Financial is to create a customized plan for each client tailored to your unique situation. Our team of trusted professionals will implement tax-saving strategies focused on advising you with a solid financial plan for your future.

With expertise in investing, tax preparation, and accounting, we offer services that cover all areas of your financial concerns.

Financial Planning & Investments

Wealth management solutions focused on helping minimize tax.

Business Services & Training

Processes to streamline accounting, project value, manage expenses, and take full advantage of tax strategies.

Tax Planning & Preparation

Minimize tax liabilities and project future opportunities in a complex tax environment.

Medicare Advisory Services

Understand how to maximize Medicare benefits, as well as evaluate and review options.

Video: Learn more about our services, team, and core values

Greg: “We want clients to have the services they need to be financially successful under one roof. And if we have successful clients, then we’re going to be happy as a company, an organization, and that’ll take us forward. Because there are generations to come and we want those families of our current clients to also come in and see us.”

Kim: “I feel like we have such a great story. We have such a great team and so many ways to help clients that I’m always excited for people to call and come and just meet us and find out what we can do for them.”

WEALTH MANAGEMENT

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
  • Roth IRA Conversions
  • Wealth Transfer Strategies
  • Charitable Giving Strategies
  • Investment Portfolios
  • Family Wealth Management
  • Estate Planning
  • Long Term Care Planning
  • Social Security Planning
*Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA.

COMPLEX STRATEGIES

Tax Planning & Preparation

Our tax professionals work alongside you to provide individualized tax advice for a number of complicated financial situations. Whether you are getting married or divorced, planning for a loved one’s college, managing multiple real estate properties, or running a business, a qualified tax professional offers specialized knowledge and assists in navigating complex tax laws using cost effective methods.
  • Individual Tax Returns
  • Business Tax Returns
  • Tax Projections
  • Tax Advising and Consulting
  • Amendments
  • Extensions
  • IRS/State Notifications
  • and more…

GO-TO RESOURCE

Business Services & Training

We provide not only the common accounting services, but also personal guidance on how to operate your business more efficiently. No matter where you are on the pathway of business ownership, we offer services that can help you move further down the path to success.

We help you reduce tax liabilities, streamline operations through sound simple processes, and educate you on how to increase your cash flow. 

  • Business Startup Services
  • Bookkeeping and Accounting
  • Tax and Financial Consulting
  • Employer-Sponsored Retirement Plans
  • Education and Training Programs

BENEFIT NAVIGATION

Medicare Advisory Services

Our goal is to help individuals coming on to Medicare understand what options they have, as well as help those already on Medicare understand how their benefits work. Ruth Hoffman, Storen’s Medicare Benefits Specialist with over 20 years Medicare experience, will work with you one-on-one to help you navigate the Medicare puzzle. Learn more about Ruth here. 

Medicare beneficiaries in Indiana have Medicare options beyond Original Medicare Part A and Part B. You can receive your coverage through Original Medicare (with or without a Medicare Supplement plan offered by a private insurer), or through an alternative means, by enrolling in a Medicare Advantage plan, offered by a Medicare-approved private insurance company. You can also enroll in a Medicare plan offered by a private insurance company contracted with Medicare to provide prescription drug coverage.

Schedule a No-Cost Medicare Consultation

  • Evaluate how you are currently utilizing healthcare services.
  • Review medications being prescribed to determine which prescription plan will best meet your needs.
  • Explain what healthcare options are available to the Medicare beneficiary based on needs.
  • Explain what financial responsibility may be based on your final healthcare plan selection.

Resources to help no matter where you are along your financial journey.

This resource provides financial recommendations through various stages of life, for young adults through post-retirement. Click here to access this guide.

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

Social Security Benefits You May Be Missing

Read about how you can boost your Social Security benefits at any age in Bob Jenning's article. Article from TaxSpeaker When addressing social security issues with clients, particularly those under forty, I am often told, “There will never be anything there for me.”...

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Video: Q & A – What are Business Advisory Services?

VIDEO: Click here to watch on YouTube. Chief Operating Officer, Debbi Kuller, discusses Business Advisory Services in this video series. In this video series, our team sits down with financial advisors, accountants, and business service specialists to discuss hot...

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Contact us with any questions!