5 Tips for Choosing a
Financial Advisor
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Find an advisor that keeps your financial well-being in mind. | |
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Choosing a financial advisor is one of the most important decisions you'll make when planning your future. Such an important task can be a daunting experience. Where do you start and what questions do you ask? In addition to reviewing an advisor's credentials, background, and community reputation, here are 5 tips on how to make the best decision...
Click here to continue reading this blog.
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Blog by Greg Storen, MBA–
President/ CEO, Advisory Services Director
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Learn More by Attending Our 2025 Educational Events | |
Do you have the tools you need for financial success? | |
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This year, we’re providing a variety of educational events to our clients and surrounding community members in order to help you along your financial journey. When you prioritize financial education, you work to eliminate the risk of costly, avoidable mistakes and the unnecessary time wasted trying to fix them. That’s why we have created multiple opportunities for any stage of life, whether you’re a young person starting to build wealth, a future retiree, a business owner, or just someone who values growing your financial knowledge.
Click here to learn more about the events scheduled for 2025.
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Blog by Erika McCloud –
Communications & Operations Director
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The deadline for business tax returns is March 15th. Any business tax documents received or appointments made with us after March 1st will result in an automatic extension of your tax return.
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The deadline for individual tax returns is April 15th. Any individual tax documents received or appointments made with us after April 1st will result in an automatic extension of your tax return.
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If you submit your tax documents to us after these 1st of the month timelines, we will complete your taxes as quickly as possible. However, that will be after the tax deadlines. Please contact us as soon as possible! (Click here for info on extensions.)
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More Important News & Resources | |
Our goal is to share valuable and practical information with you through our blogs, resource links, social media posts, and updates. On our blog, you’ll find all the tools, resources, and information you need. Have questions? Give us a call! | | |
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Storen Team Attends 3-Day Tax Training | The Storen Financial team has been working hard and gearing up for tax season in a three-day training session for our team of professionals. The focus included a review of new tax law updates, improved internal and external processes, new forms and resources, and common questions that often affect our clients and their businesses. Click here to read this blog. | | |
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LLC, S Corp, or Sole Proprietor –
Which is right for your business?
| The three most common business entities for taxation are Sole Proprietor, Partnership, and S Corporation. Many business owners think having a Limited Liability Corporation (LLC) is one way to be taxed. However, a business cannot be taxed as an LLC.… Click here to read this blog. | | |
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It's Tax Season - What You Need to Know | We’ve packed this blog with all the resources you need for tax season, including critical updates on law and regulation changes, important information about data security, event reminders, form links, and much more…Click here to read this blog. | | |
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Protecting Your Identity in the New Year | Each year, you’ll want to think about improvements you can make to how you protect your information. You don’t necessarily need to be tech-savvy to do this. Rather, implementing a few practices into your routine for the new year can save you from identity theft or fraud. Click here to read this blog. | |
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Have feedback to share with us? Send us a testimonial! We’d love to hear about your experience with Storen Financial. Click here to share.
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Comprehensive Financial Services | |
We are here year-round offering comprehensive tax, accounting, and financial planning services that will help you pursue your financial objectives... | |
Our team is committed to delivering professional financial services with personalized customer attention. Have you met... | | |
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Troy Cookerly, MSA –
Tax Accountant
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Troy graduated in 2005 from Asbury University with a bachelor’s degree in Theology. He spent a handful of years providing religious education to our youth. He then returned to school at IU’s Kelley School of Business and earned his master’s degree in Accounting. He has spent the last few years working with businesses and individuals on tax reporting and compliance, and he really enjoys helping clients understand their tax returns. Click here to read more. | |
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ADDRESS
1120 W Oak St, Suite 200
Zionsville, Indiana 46077
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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. | |
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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. Registration as an investment advisor does not imply any level of skill of training.
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.
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