Financial professionals focused on your long-term goals.

Serving Central Indiana for over 55 years.

Helping You Pursue Your Goals

A partnership towards
your financial success.

You know more than you think when it comes to financial planning, including your goals, time frame, and risk profile. We work in partnership with you to ensure that you stay on a healthy financial path via sound financial planning.

At Storen Financial Advisory Group, our team of financial professionals will meet with you to discuss your long-term comprehensive financial goals. We’ll create a plan to help you pursue those goals while diversifying your risks.

From retirement planning to life insurance, investments to long-term care policies, from college funding to IRAs, we are here to serve you.

Retirement Planning & Income Distribution

 

Indiana College Choice 529 Plan

 

Roth IRA Conversions

 

Investments

 

Annuities

 

Long Term Care Insurance

 

Charitable Giving Strategies

 

Estate Planning

 

Life Insurance

 

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7 Tips for Year End Financial Planning

Blog by Brian Biggs, CPA – Storen Financial Fall is just beginning and it may seem early for yearend financial planning but don’t procrastinate on planning ideas. Investors need to give themselves and their advisor time to consider if an idea would be helpful and then...

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Kim and Greg Storen Featured on Podcast

Accountants Give Tips on What Questions to Ask Potential Advisors, Stolen Identities, and When to Invest - Enlightened Transitions On this episode of Dillman Law Group's Enlightened Transitions, Anna sits down with accountants Kim and Greg Storen, of Storen Financial,...

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Our focus is to serve clients with expertise and a personal touch.

Storen Financial Group has been serving the Brownsburg, Zionsville and surrounding areas since 1963. Firmly rooted in the community, our main focus is to serve our clients with expertise, in a timely manner, and with a personal touch. We strive to become your most trusted advisor!

Over 400 hours of continuing education are logged each year by our professional staff.

Greg Storen, MBA, obtained a BS in Finance and Management from Ball State University and a MBA from Butler University. He has worked in the financial sector since his youth and opened his own practice in 1999 with wife Kim Storen after both having careers in the commercial finance sector. In 2009 Greg and Kim merged their business, Storen Tax and Financial Group, with the business of Greg’s father, Pat Storen, Storen Tax Service. Greg's designations include: MBA, Series 6, 7, 63 & 65, State Life & Health Insurance and Indiana Long Term Care Insurance Licenses.

Brian Biggs, CPA, joined Storen in 2012 after working for a national public account firm. Brian graduated from the University of Notre Dame with a BS in Business Administration with a concentration in accounting. Brian's designations include: CPA, Series 6, 62, 63 & 65, State Life & Health Insurance and Indiana Long Term Care Insurance Licenses.

Contact us today to begin pursuing  your financial goals!