Updates

We are looking forward to hosting our 2014 Client Appreciation Night tonight at Victory Field in Indianapolis. We will also be raising money for a great cause, The Little Red Door Cancer Agency. Oaktree will match all donations. Click here for the announcement in the Indianapolis Star.

  *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 »

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 »

*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.