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Updates

We Work With Eli Lilly Employees

May 15th, 2014
  *Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly Specialization and Experience When patients want the very best medical expertise, they go to a specialist, not a general practitioner. Oaktree Financial Advisors, Inc. specializes in serving the financial needs of current and former Eli Lilly employees and retirees. Most of our clients work … more »

Social Security Statements Returning to Mailboxes

Apr 21st, 2014
Starting this September, the Social Security Administration (SSA) will resume mailings at five-year intervals to workers who have not signed up to view their statements online. Your Social Security Statement provides a personal record of the earnings on which you have paid Social Security taxes during your working years. It also summarizes the estimated Social … more »

Eli Lilly and CEO John Lechleiter on foxbusiness.com

Dec 11th, 2013
*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lill Victoria Craig at Fox Business did a great story about Eli Lilly and CEO John Lechleiter.  Click here to read the story and watch the video.

Double Your Charitable Gift

Nov 20th, 2013
*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly Lilly offers one of the most robust benefits packages of any employer.  Many times busy Lilly employees are not fully aware of or do not take full advantage of all the benefits that are offered them.  One such benefit is the Matching Gifts … more »

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