AdvisorHub compiled a list of 1,000 advisors and teams recognized for their sophisticated practices, strong growth, and commitment to professionalism. The 50 Next Gen Advisors national ranking highlights the largest and fastest-growing teams led by advisors under 45. Click here to read more.

Through real-world case studies and common retirement scenarios, we’ll explore important topics that can impact your retirement income, highlight frequently misunderstood rules, and provide educational insights to help you navigate Social Security with greater confidence. Click here to learn more.

In tandem with the Zionsville Chamber of Commerce, we’re hosting an "Adult Field Day" for young professionals looking to build connections and meet like-minded peers. Click here to learn more.

A business tax consultation can be a game-changer for any business owner. Gaining a firm understanding of tax strategies, entity selection, projections, estimated payments, and allowed deductions can be highly impactful. Our goal is to advise you in these areas and other burning questions you may have.

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Established under the One Big Beautiful Bill Act, Trump Accounts are tax-deferred savings accounts designed for children under age 18. As of July 2026, families can officially open accounts and make contributions. Click here to read this blog.

During the event, cars lined up as people arrived with years of paperwork ready to be shredded. We saw all kinds of containers, from trash bags and storage bins to shoeboxes and suitcases. People found creative ways to bring in documents they no longer needed. Click here to read this blog.

Jonah Edwards - Tax Accountant

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.

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