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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.
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May 8th, 2020
The 401(k) plan comes in two varieties — the Roth 401(k) and the traditional 401(k). Each offers a different type of tax advantage, and choosing the right plan is one of the biggest questions workers have about their 401(k). It can be a surprisingly complicated choice, but many experts prefer the Roth 401(k) because you’ll … more »
Apr 3rd, 2020
The stock market may have partially recovered from its drop of more than 30% in recent days, but the problem of big losses in equities and uncertainty in the bond market, especially among corporates and munis, remains as the global economy suffers from a worsening pandemic. To say that financial advisors are being challenged like … more »
Apr 1st, 2020
On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) into law. The CARES Act has been enacted as a direct response to the COVID-19 pandemic and is intended to provide immediate and ongoing economic relief to individuals and businesses affected by the crisis. The following Q&A … more »