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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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Aug 21st, 2020
Ed Snyder, CFP®, ChFC The Greatest Spectacle in Racing, the Indianapolis 500, returns to the Indianapolis Motor Speedway (IMS) this weekend for its 104th running. The 500 is normally held on the Sunday of Memorial Day weekend, but, like so many other events this year, was postponed because of COVID-19. I’m a big fan of … more »
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 »