Client Resources

 

 

Oaktree Financial Advisors, Inc.

12900 N. Meridian Street

Suite 130

Carmel, IN  46032

317-818-1631

1-877-901-1631 toll-free

 

 

Securities and investment
advisory services offered
through Transamerica Financial Advisors, Inc. (TFA),

member FINRA, SIPC, and
Registered Investment Advisor.

 

Non-securities related products and services are not offered through TFA.  TFA and Oaktree Financial Advisors, Inc. are not affiliated.

 

LD11265-6/10

 

 

Resources For Eli Lilly Employees
A prescription for financial success

 

Introduction  |  Our workshops  |  I want my IPRO  |  401(k) tune-up

Newsletters  |  Eli Lilly stock reports  |  Access Lilly Benefits  |  Lilly news

 

401(k) tune-up

How long has it been since you last gave your 401(k) a tune-up?  The most likely answer: Too long.  If you have been ignoring your retirement savings, it's time to take action.  Two things to consider are: "Do I have too many eggs in one basket?" and "How do I know which investment choices I should be using?"

Do you know which investment choices available in your 401(k) Savings Plan are right for you?  Have you considered the self-directed brokerage account option in your 401(k)?

As part of our services we show you which investment choices are good and why.  We will then help you create a customized allocation based on your personal situation.  It's part of our effort to make your retirement preparation and transition as smooth and successful as possible.

To request your free 401(k) tune-up simply call our office at 317-818-1631, toll-free at 1-877-901-1631, or click here to complete a request form online.