Taxes touch everything—from charitable goals and portfolio rebalancing to corporate benefits and retirement income planning. Those decisions are far more effective when made with a longer term lens, not at the filing deadline... Click here to read more.

Our investment team will discuss the potential benefits of Roth IRA conversions, their tax impact and their role in long-term financial planning. Whether you are looking to enhance your current plan or just want to gain a better understanding of Roth IRA conversions, this is the event to attend. 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 all your personal documents on site during this June 6th event. We are proud to offer this service as we consider data security and privacy to be an essential part of doing business. Click here for event details.

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. Our goal with this video series is to educate and provide resources that will help guide these young professionals along their financial journey. Click here to watch this video.

If your filing cabinet is overflowing or your desk has slowly disappeared under stacks of paperwork, you’re not alone. Tax documents are some of the hardest things to let go of—mostly because no one wants to toss something important and regret it later. The good news? You don’t need to keep everything forever. With a little guidance, you can confidently decide what stays and what goes. Click here to read this blog.

Olivia Lashley -

Communications 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.