Eli Lilly Employees

We’ve helped hundreds of Eli Lilly* employees reach their retirement goals.
Oaktree Financial Advisors has spent more than 15 years building a comprehensive understanding of Eli Lilly’s compensation and benefits programs, offering unparalleled specialization in the needs of their employees.
*Oaktree Financial Advisors Inc. is neither endorsed by nor affiliated with Eli Lilly and Company.
Get answers to your questions about retirement planning and investment issues.

Holistic Advisory Services

We help Eli Lilly employees define and understand their retirement needs. We develop personalized financial plans and investment portfolios that integrate your individual finances and employee benefits, including:
• Retirement planning (accumulation and distribution)

• 401(k) investment allocation

• Pension (e.g. Part A, Part B, Transition Group)

• Concentrated stock positions

• Stock ownership requirements
• HRA vs. HSA (including HSA investment selection)

• Equity awards: Restricted Stock Units (RSU), Performance Awards (PA), Shareholder Value Awards (SVA), stock options

• Navigating corporate resource websites (e.g. Lilly Benefits Center, Alight, Merrill Lynch)

• Early retirement offer evaluations
To help Eli Lilly employees reach their goals we provide these free resources.
Watch this short video and click each icon to learn more.

Eli Lilly Workshops

Ipro

401(k) Tune-up

Eli Lilly newsletter

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Eli Lilly Workshops

Are you financially prepared to retire from Eli Lilly?
Our free Eli Lilly workshops provide instruction and advice from experienced financial planners concerning issues associated with retirement from Eli Lilly.*

At no cost, you’ll receive professional financial advice and get answers to common questions, including:
• How do I know I’m financially prepared to retire from Eli Lilly?

• I may be too heavily weighted in Eli Lilly stock with my 401(k). What can I do about it?

• Can I receive monthly income from my retirement account prior to age 59½ without penalties?

• Which pension option is right for me?

• Which 401(k) investments should I use?
For future workshop invitations sign up here:
*Oaktree Financial Advisors Inc. is neither endorsed by nor affiliated with Eli Lilly and Company.

INDEPENDENT PROFESSIONAL RETIREMENT OVERVIEW (IPRO)

Are you on track to retire comfortably?
Whether you’re mid-career or nearing retirement, the IPRO (Independent Professional Retirement Overview) discovers if you’re on track to retire comfortably. Created exclusively for Eli Lilly* employees, this financial plan works to improve your ability to reach your retirement goals.
Your IPRO may include, but is not limited to:
• Retirement Planning
• Investment Analysis
• 401(k) Recommendations
• Life Insurance Analysis
• Estate Planning
• Education Funding Analysis
Get My Ipro
*Oaktree Financial Advisors Inc. is neither endorsed by nor affiliated with Eli Lilly and Company.

401(k) tune-up

Don’t leave your largest investment account up to chance.
The decisions you make about your Eli Lilly* 401(k) today will affect your financial security in the future. Your company’s savings plan can be confusing, let us be your guide.
Recommendations backed by our comprehensive knowledge and analysis of the Lilly Employee 401(k) Plan.
Oaktree has helped hundreds of Eli Lilly employees to confidently prepare and transition into retirement. We help you make wise investment choices free of emotion, accounting for your individual risk tolerance and retirement timeline.
Easy-to-understand documentation.
We deliver a thorough analysis of your 401(k) and a recommended allocation based on the specifics of your situation.
Get My 401(k) Tune-Up
*Oaktree Financial Advisors Inc. is neither endorsed by nor affiliated with Eli Lilly and Company.