Updates

Oaktree Financial Advisors is a proud sponsor of the Face of Hope Breakfast presented by the Little Red Door Cancer Agency. The 2015 event will take place on Thursday, November 19 from 7:30 – 8:45 a.m. at the Expo Hall, Indiana State Fairgrounds. The Little Red Door reduces the physical, emotional and financial burdens of … more »

We understand that you may be feeling uneasy about what is happening in our financial markets, but let us reassure you that nothing happening today is unprecedented. We staunchly believe that the key variables in a rational investment strategy are your goals and your investing time horizon. The prudent thing to do is to let … more »

*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly Another great example of how Lilly employees can save money with private insurance. By using life insurance purchased on his own instead of through Lilly’s supplemental life insurance this client can save over $1,200 the first year and more than $30,000 over the … more »

*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly We all have busy lives and because of that we all have things that we should be doing that don’t get done. Even with the best of intentions to do these things we run out of time or forget or sometimes maybe we … more »