Join us for Shred Day - Saturday, June 1st! More details below...

Blog by Greg Storen, MBA –

President/CEO, Advisory Services Director



Debbi Kuller –

Chief Operating Officer

The paper shredding truck will be at our office on June 1, 2024 to instantly shred all your personal documents on site. This event is a secure way to get rid of your documents containing personal information all at one time. Click here to read this blog.

This multi-directional mindset enables you to formulate a plan that you can routinely review and subsequently adjust to keep your business on track. That's why our team emphasizes both the "front windshield" and "rearview mirror" approaches, as the former incorporates strategies and systems for the future while the latter analyzes, cleans, and updates past and current data. Click here to read this blog.

In this video, Dani Hussung, Financial Assistant, will walk you through the step-by-step process of how to build your own personalized family binder. Click here to read this blog.

We shout from the mountain top that every trust created prior to the SECURE Act and named as an IRA beneficiary must be reviewed, potentially rewritten, or scrapped altogether. What was a perfectly effective planning strategy a couple of years ago could be totally useless now. Here’s how and why… Click here to read this blog.

Greg Storen sits down to discuss how the Storen financial planning process and philosophy impact our clients’ investment portfolios. Our goal is to minimize tax in order to help them keep more of their hard-earned money. Listen to learn how we go about this… Click here to listen to this audio.

Julie Urban –

Business Services Assistant

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.

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.

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.