Greg Storen, MBA - Owner
As owner of Storen Financial, Greg oversees firm operations and offers financial planning services, including IRAs, investments, life insurance, Indiana Partnership Long Term Care Insurance, and Indiana 529 College Savings planning. Greg’s area of specialization is with IRA planning and income distribution, helping clients understand IRA rules and structure, beneficiaries, and income to maximize wealth and minimize tax burden. His certifications include: Series 6, 7, 63 and 65 licenses; State Life & Health Insurance license, and Indiana Long Term Care Insurance license. Greg is an Ed Slott Master Elite IRA Advisor, and graduated from Ball State with a BS in finance and management, and he earned an MBA from Butler University.
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Recent Continuing Education and Seminars Attended:
- Ed Slott's Master Elite IRA Advisor Group℠ (Atlanta - May 2016)
- Iconic Conference (Denver - June 2016)
- Ed Slott's Exclusive 2-Day IRA Workshop, Instant IRA Success (Atlanta - July 2016)