Storen Financial

Storen Financial Comprehensive Financial Services. Investments, Financial Planning, Tax Prep, Tax Strategies. DBA Storen Financial and Storen Tax & Financial Group Inc.

Professionals associated with Storen Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA (www.finra.org)/ SIPC (www.sipc.org), and offer investment advice through Brass Tax Wealth Management, a registered investment advisor; or (2) solely tax professionals of Storen Tax & Financial Group Inc., and not affiliated with LPL Financial

. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. are separate legal entities and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax/accounting/CPA related services. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

We are so grateful to be educational partners for the Senior Living Series and the Adult Children Series, hosted by Your...
06/03/2026

We are so grateful to be educational partners for the Senior Living Series and the Adult Children Series, hosted by Your Silver Journey. We'd love to see you there!

Check out their website to learn more:
https://yoursilverjourney.com/senior-living-series

Team member birthday for the month of June! Help us wish Olivia Lashley (Communications Specialist) a very Happy Birthd...
06/02/2026

Team member birthday for the month of June! Help us wish Olivia Lashley (Communications Specialist) a very Happy Birthday!

Have you read our latest newsletter? Gain access to important information about upcoming events, educational blogs, and ...
06/02/2026

Have you read our latest newsletter? Gain access to important information about upcoming events, educational blogs, and more!

Click here to read our newsletter:
https://storenfinancial.com/may-2026-newsletter/

May 2026 Newsletter by the Storen Team | May 21, 2026 | Newsletters Have you read our May Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regula...

Meet Kim, one of our Senior Tax Accountants. - Kim grew up in the small, northern Indiana town of Etna Green, which on...
06/01/2026

Meet Kim, one of our Senior Tax Accountants. - Kim grew up in the small, northern Indiana town of Etna Green, which only had one four-way stop and 46 students in her graduating class.

Learn more about Kim & our team here:
https://storenfinancial.com/team/

NOW HIRING! We're looking for tax advisors to join our growing team. Are you looking to make a change? If you’re ready t...
05/30/2026

NOW HIRING! We're looking for tax advisors to join our growing team. Are you looking to make a change? If you’re ready to build your expertise and be part of a supportive group—this could be the perfect fit.

Details here:
https://storenfinancial.com/careers/

Find an advisor who keeps your financial well-being in mind. Learn how we can help you develop a comprehensive, long-te...
05/29/2026

Find an advisor who keeps your financial well-being in mind. Learn how we can help you develop a comprehensive, long-term investment plan.

Click here to learn more.
https://storenfinancial.com/investment/

Does your retirement plan include tax-saving strategies? Learn how we help you develop a comprehensive, long-term financial plan that implements a customized tax-saving strategy that fits your unique situation. = Financial Planning & Investment Services = Investment Philosophy & Process = Ed Slott....

Thank you to all of those who attended our Roth Conversions Event. Be sure to check out our event calendar for all upcom...
05/28/2026

Thank you to all of those who attended our Roth Conversions Event. Be sure to check out our event calendar for all upcoming events!

Click the link below for more details.
https://storenfinancial.com/events/

EVENT: Join us on June 17 for our educational event, Audit Proofing Your Business! This small-group event is designed fo...
05/27/2026

EVENT: Join us on June 17 for our educational event, Audit Proofing Your Business! This small-group event is designed for conversation and learning around key areas of running a business.

Save your spot, register here...
https://storenfinancial.com/event-audit-proofing-your-business-june-17/

Event: Audit-Proofing Your Business – June 17 by the Storen Team | May 10, 2026 | Events Learn how accurate documentation contributes to your overall business strategy and supports you in the event of an audit Is your business audit-proof? Do you know what qualifies as a legitimate business expens...

Our Business Advisory Services offer a holistic approach to produce growth opportunities by understanding tax and financ...
05/26/2026

Our Business Advisory Services offer a holistic approach to produce growth opportunities by understanding tax and financial implications

Interested in learning more about how to get started? Click here.
https://storenfinancial.com/business-services/

REMINDER: Our office is closed today, as we are taking this time to remember all those who have valiantly served and def...
05/25/2026

REMINDER: Our office is closed today, as we are taking this time to remember all those who have valiantly served and defended our nation.

Address

1120 W Oak Street, Suite 200
Zionsville, IN
46077

Telephone

(317) 852-7000

Website

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