Have you dreamed of starting or owning a business? Is your business needing a boost? Is your business in a state of expansion or growth? Regardless of where you are today along the path of business ownership, our Business Advisory Services program is designed to... Click here to read this blog.

Storen Financial’s Investment team will discuss the planning potential of withdrawal strategies and their tax impact. We’ll discuss important considerations when transitioning from saving for retirement to living in retirement, including ways to think about risk, income planning, and long-term financial efficiency. Click here for event details.

Oftentimes, new clients come to us after realizing they, or a previous financial advisor, missed a crucial step that would have maximized their tax savings. One such situation recently occurred with a client who... Click here to read more.

Join us as our Investment Advisor Representative, Joseph Cavazos, sits down to discuss what a 529 plan 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.

Lisa Kellum, MSW, CFSW, MBA, CDMM -

Financial Wellness Director

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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