Financial Planning

Good financial management

begins with an understanding of your dreams, your goals, and your personal financial needs. A conversation with a Storehouse adviser will allow you to formulate a plan that is custom-tailored for you. Take the stress out of investing by learning what you need to save to get the retirement income you want.

Your Financial Plan Includes

  • Defining Your Goals and Objectives
  • Current Financial Situation – including a net worth statement and cash flow
  • Insurance Analysis
  • Retirement Planning – including financial projections of assets required at
    estimated retirement date
  • Social Security Optimization
  • Investment Planning – developing an asset management strategy
  • College Education Funding
  • Tax Planning – to optimize your financial position
  • Estate Planning – based on net worth and liquidity
  • Recommendations – designed to meet your stated goals and objectives
  • Action Plan – to implement the agreed upon recommendations


Storehouse Financial offers a number of tax-deferred and tax-free savings options.

How to Invest

Discuss your financial goals with a Storehouse adviser.

Open the appropriate investment accounts.

Storehouse will maintain your account(s) regularly and make changes for you to improve returns and protect your assets.