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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
Aug 28th, 2019
If you’ve been considering a mortgage with an adjustable rate, your reasons for going that route might be disappearing. As recessionary fears cause longer-term interest rates to hover near or below short-term rates, the advantage that typically comes with adjustable rate mortgages has shrunk — or entirely disappeared — at some lenders. ARMs, as they … more »
Aug 26th, 2019
When it comes to retirement planning, a significant number of Americans continue to be completely unsure about when they can and should retire, as well as how much money they’ll need when they decide to stop working — at least on a full-time basis. After all, many Americans opt to continue working at least a … more »
Aug 19th, 2019
Just because the stock market is jittery doesn’t mean you have to be. There is increasing concern about recession in the U.S. This week, the bond market sent a signal that sent stocks tumbling. That combined with other economic and geopolitical disruptions led investors to flee stocks in anticipation of an economic slowdown. From cutting … more »