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Oaktree Financial Advisors Blog

We Work With Eli Lilly Employees

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*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly

Specialization and Experience

When patients want the very best medical expertise, they go to a specialist, not a general practitioner. Oaktree Financial Advisors, Inc. specializes in serving the financial needs of current and former Eli Lilly employees and retirees. Most of our clients work for or have worked for Eli Lilly. Unlike most financial advisors, we are working with Lilly employees every day on financial issues that are important to them and we have counseled hundreds of current and former Lilly employees. We stay current on the financial programs and benefits available to Lilly employees and understand the specific circumstances these employees face, which enables us to be a valuable and knowledgeable advisor to those we serve.

As an Oaktree client you work with advisors who are highly experienced and are Certified Financial Planners (CFP®) and Chartered Financial Consultants (ChFC). In an increasingly complex financial world, when seeking advice about the assets that you've worked so hard to accumulate, working with a qualified professional is essential.

Independence and Objectivity

We are independently owned. This independence allows us to be unbiased and place our client's interests first.  Financial advisors working for banks or brokerage houses often promote proprietary funds and products. Unlike other firms that are restricted to a specific product, we have no proprietary constraints or quotas. This enables us to provide independent, objective advice. In order to maintain that independence, we do not seek out or accept endorsements or sponsorships from companies or organizations and we are not affiliated with or endorsed by Eli Lilly. The result is advice that is independent and objective.

Because of our independence we can be totally objective and focus solely on a client's needs and priorities. When someone comes to us for financial, retirement or investment advice, that's what they get – not a sales pitch.

Relationships and Client Service

We strive every day to be the last financial advisor our clients will ever have. We view our work with our clients as a relationship, not a transaction. We work with our clients to help them achieve their financial goals, not to sell them products. We are committed to serving our clients well and building enduring client relationships.

To learn more, please give us a call or email us.  We'll be happy to answer any questions you have or tell you more about who we are and how we work.

Social Security Statements Returning to Mailboxes

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Starting this September, the Social Security Administration (SSA) will resume mailings at five-year intervals to workers who have not signed up to view their statements online.

Your Social Security Statement provides a personal record of the earnings on which you have paid Social Security taxes during your working years. It also summarizes the estimated Social Security benefits you and your family may receive based on your earnings. These estimates can be used as part of your retirement planning.

The SSA stopped mailing statements in 2011 due to budget cuts. In February 2012 they resumed mailing statements to workers age 60 and older if not already receiving Social Security benefits. By May of 2012 they made online statements available.

Find out more here.

 

Eli Lilly and CEO John Lechleiter on foxbusiness.com

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*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lill

Victoria Craig at Fox Business did a great story about Eli Lilly and CEO John Lechleiter. 

Click here to read the story and watch the video.

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Double Your Charitable Gift

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*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly

Lilly ofwriting-checkfers one of the most robust benefits packages of any employer.  Many times busy Lilly employees are not fully aware of or do not take full advantage of all the benefits that are offered them.  One such benefit is the Matching Gifts Program.

As the end of the year approaches you may be thinking about your charitable donations for the 2013 tax year.  Did you know that you can help your chosen eligible non-profit organizations twice as much through the Eli Lilly and Company Foundation Matching Gifts Program?

Matching gifts are a great way for Lilly employees and retirees to maximize personal contributions to the charities of their choice and increase the impact of their gift.  The program will match employee and retiree gifts to qualified organizations.  There is a $25 minimum contribution for each match and a $30,000 total contribution limit per year for employees and a $2,500 limit per year for retirees.

You may request matching gifts online at www.easymatch.com/lillymg.  After receiving the match request, Lilly will contact the organization to verify receipt of the gift.  Lilly then issues a matching gift contribution to the organization.

If you're not already doing it, take a few extra minutes to complete the request form and double your donation!

Why You Need Life Insurance and How You May be Able to Save Money on it

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*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly

Life insurance is an essential part of your financial plan.  Here's why.  Whether you plan to work for 10, 20 or 30 more years, there are probably people like your spouse and children that are depending on the income that you are providing to support your family's lifestyle.  Your income also feeds the investing that you are doing to save for the day when you won't work any longer – your retirement.  You have planned well.  You know how much you need to have saved for retirement and you are contributing to your investments to achieve that savings goal.  Now, something tragic and unexpected happens to you and you pass away.  Your family no longer has you.  You can no longer fuel the family's retirement savings with your earnings.  Your plan was to continue working and contributing to those retirement investments for 10, 20 or 30 more years – wherever you are in your career.