Storen Financial

08/10/2026

Happy memory Monday! Here's a look back at our 2021 Shred Day event. The t-shirts are still awesome.

Read more about our story here: https://storenfinancial.com/about/

08/08/2026

You’re not growing if you’re not learning! Our Financial Advisory, Business, Tax, Technology, Financial Wellness, and Marketing teams often intersect, enabling employees to develop a well-rounded skill set. Think you could be a good fit?

Learn more:
https://storenfinancial.com/careers/

08/07/2026

Before you agree to work with a financial advisor, ask how they are compensated and what services are covered by their fee. Some advisors may charge additional fees for certain services, programs, or investment products. Transparency is an important part of a strong advisory relationship.

Read the full blog here:

Understanding AUM Fee Structures: Tiered, Milestone, and Fixed Fees by the Storen Team | Jul 1, 2026 | Financial Planning, Resources, Retirement Before choosing an investment advisor, make sure you understand the fee structure. Before you agree to work with a financial advisor, ask how they are comp...

08/06/2026

It was wonderful to have the Dynasty Financial Partners team in town! We had productive conversations about technology and process optimization, and it was great getting to spend quality time with our strategic partners.

08/05/2026

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/july-2026-newsletter/

July 2026 Newsletter by the Storen Team | Jul 28, 2026 | Newsletters Have you read our July 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 regu...

08/04/2026

We had a blast at our staff outing at Hickory Hall Polo Club. Such a fun experience and a great way to spend time together outside the office!

08/03/2026

Happy memory Monday! How many of you remember the Brownsburg office? These photos were taken during the 2017 tax season. Time flies when you're having fun!

Read more about our story here: https://storenfinancial.com/about/

07/31/2026

We are proud to sponsor Cruise Indy 2026! More than a car show, Cruise Indy brings people together to make a difference. Partnering with Folds of Honor, they help provide educational scholarships to the families of American heroes.

Learn more at http://www.CruiseIndy.com

07/30/2026

Thank you to all of those who attended our Minimizing Risk With Smart Withdrawal Strategies event. If you missed it or are curious to learn more, contact us today!

We would love to be part of your financial journey.
https://storenfinancial.com/contact-us/

Comprehensive & Specialized Financial Services Storen Financial is an independent investment and accounting firm in the Indianapolis area, serving clients in 43 states. Learn how we can help you develop a comprehensive, long-term financial plan that implements customized tax-saving strategies. Even...

07/29/2026

EVENT: Join us on Tuesday, August 18, as the Storen investment team provides an overview of the basics of Social Security through real-world case studies and common retirement scenarios.

Click here for details:
https://storenfinancial.com/event-navigating-social-security-complexities-8-18/

Event: Navigating Social Security Complexities 8/18 by the Storen Team | Jul 17, 2026 | Events Learn More: Aim to Maximize Your Social Security Benefits Join us on Tuesday, August 18, for this complimentary event, where Financial Advisors Kiran Sharma, Ronnie Jackson, and Alex Kiritschenko will prov...