Blog by Ronnie Jackson, CFA® –

Financial Advisor



Erika Lewis –

Business Services Director



Join us as one of our Financial Assistants, Joseph Cavazos, sits down to discuss the financial milestones that young professionals in their 20s-30s often face. In this video, Joseph explains and simplifies the IRA. Click here to watch this video.

We’ve developed training courses aimed at isolating the most commonly asked questions and setting your business up for future success. Register now!

Understanding Your Financials | May 4

Intro to QuickBooks Online | June 6

Workshop: Issues with QuickBooks Online | July 22

Click here for details.

Join us for this complimentary, client-only event on May 16th, where Storen Financial’s Investment team along with OneAmerica representative, Scott Hall, will explain the pros, cons, and alternatives to long-term healthcare insurance and how it factors into your comprehensive financial plan. Click here to read this blog.

Don’t automatically throw out all of your tax returns and records after three years. Look over old documents to see if you might need any parts of them in the future. Here are some common examples of records and returns that you should keep longer than three years… Click here to read this blog.

The Rays paper shredding truck will be at our office on June 1, 2024 to instantly shred all your personal documents on site. This event is a secure way to get rid of your documents containing personal information all at one time. Click here to read this blog.

Intuit has made a decision that after July 31, 2024, they will no longer sell new subscriptions of the certain products. So, how do you start the transition? Our team of QuickBooks Certified ProAdvisors can easily help convert your Desktop product to QuickBooks Online, while retaining all of your current and past information. Click here to read this blog.

Chandra Swift –

Administrative Assistant

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.

No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Brass Tax Wealth Management, 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 LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services.

Brass Tax Wealth Management and Storen Financial are separate entities from LPL Financial. 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.