Is your business audit-proof? Do you know what qualifies as a legitimate business expense? What even is an audit? Join us for a complimentary event designed for anyone looking to better understand the behind-the-scenes processes of their business. Our goal is to provide helpful insights and resources in a supportive and collaborative setting. Click here for event details.

In partnership with the Town of Zionsville, we're offering our clients and the surrounding community the opportunity to instantly shred personal documents on-site during this Saturday, June 6th event. We are proud to offer this service, as we consider data security and privacy to be essential to doing business. Click here for event details.

After another fast-paced and successful tax season, the Storen Financial team traded spreadsheets for superhero capes and gathered to celebrate. This year’s theme? Superheroes—and it couldn’t have been more fitting. With more than 3,500 returns completed and counting... Click here to read more.

Join us as our Investment Advisor Representative, Joseph Cavazos, sits down to discuss what an IRA is and how it can be used. Our goal with this video series is to educate and provide resources that can guide young professionals on their financial journey. Click here to watch this video.

Meggan Kane -

Business Advisory Specialist

Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service. We offer year-round, comprehensive options that implement tax-saving strategies to help individual and business clients pursue financial goals. Click here to learn more about Storen Financial.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.

Securities offered through Simplicity Investments, Member FINRA/SIPC. Investment advice offered through Storen Legacy Partners, a registered investment advisor. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Greg Storen and Storen Tax & Financial Group Inc., a separate legal entity, are not affiliated with Simplicity Investments. Simplicity Investments does not offer tax advice or Tax/accounting/CPA related services. Registration as an investment advisor does not imply any level of skill of training.

Storen Legacy Partners and Storen Financial are separate entities from Simplicity Investments. The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.