• Demo Image

    Attend a Workshop

    Oaktree Financial Advisors conducts regular workshops to educate Eli Lilly employees on timely financial issues.

    Learn More

  • Demo Image

    I Want My IPRO

    Oaktree Financial Advisors has designed a customized Independent Professional Retirement Overview for Eli Lilly employees.

    Learn More

  • Demo Image

    401(k) Tune Up

    How long has it been since you last gave your 401(k) a tune up?

    Learn More

401(k) Tune Up

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

Your Eli Lilly 401(k) may represent your largest investment account and the management of it should not be taken lightly. The decisions you make about your 401(k) have a big impact on your future financial security.

Walking down this road alone, without a guide, can often lead to the wrong decisions at the wrong time. Maybe you're being too conservative or too aggressive, or letting emotions get in the way of making smart investment decisions. Do you know which investment choices available in your 401(k) Savings Plan are right for you? Have you considered the self-directed brokerage account option in your 401(k)? You don't have to do it alone.  Our professional advisors can help you. 

We will show you which investment choices in your 401(k) are appropriate for you and why, and provide you with a customized, written investment allocation. This allocation is specific to your financial situation, and will be based on your risk tolerance and retirement time horizon. We'll help you allocate current balances and future contributions.  We'll monitor your progress and rebalance and make changes when needed.  

Our recommendations are based on our deep and comprehensive knowledge and analysis of the Eli Lilly 401(k) Savings Plan. It's part of our effort to make your retirement preparation and transition as smooth and successful as possible.

To request your free 401(k) Tune Up simply call our office at 317-818-1631, toll-free at 877-901-1631, or click here.