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    Attend a Workshop

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

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    I Want My IPRO

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

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    401(k) Tune Up

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

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Independent Professional Retirement Overview (IPRO)

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

Are you on track to reach your retirement goals? Do you even know what your retirement goals are? We can help you determine if you can maintain your lifestyle throughout retirement based on an early retirement, a full retirement, or anywhere in between.  There are many factors to consider other than just your pension. Oaktree Financial Advisors has developed the Independent Professional Retirement Overview (IPRO), a customized retirement analysis that takes into account your specific Lilly benefit programs. It is designed to help employees plan for retirement before they decide to retire.  It's part of our effort to make your retirement preparation and transition as smooth and successful as possible.

To request your free IPRO simply call our office at 317-818-1631, toll-free at 877-901-1631, or click here.