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Our CERTIFIED FINANCIAL PLANNER™ professionals work with you to develop and implement a financial plan customized to your unique needs and goals.
We’ll work with you to create a disciplined investment strategy designed to accomplish your financial goals.
Eli Lilly employees
Our expert advisors have up-to-date knowledge of the Lilly benefits package, including 401(k), pension, and equity awards. We understand your financial world and will tailor a plan to fit you.
Read Recent Articles
Nov 21st, 2018
Months of stock market turbulence have meant months of rising anxiety for clients, financial planners say. As a result, some financial planners who are otherwise strong proponents of a buy-and-hold strategy are starting to make changes to the investment portfolios of some of their clients. However, financial advisors say they are not necessarily trying to … more »
Nov 1st, 2018
Oh, great. On top of everything else retirees or folks eyeing retirement have to be worried about, there’s something we haven’t seen in a long time: market volatility. After nearly a decade of strong gains—the S&P 500 SPX, -1.40% rose 293% between March 2009 and September’s all-time high—the broad index has tumbled 9% in the … more »
Oct 29th, 2018
Clients in need of a short-term cash influx may be tempted to dip into their IRAs and repay themselves rather than seeking out a lender. Often, they’re under the impression that tapping an IRA works like taking a loan from a 401(k). The reality is much more complicated. Any money your client withdraws from an … more »