Resources for Eli Lilly Employees - Independent Professional Retirement Overview

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

Independent Professional Retirement Overview (IPRO)

Oaktree Financial Advisors has designed a customized Independent Professional Retirement Overview for Eli Lilly employees. This custom IPRO is a retirement analysis that takes into account your specific benefit programs.

Are you on track to reach your retirement goals? Do you even know what your retirement goals are? The IPRO can help. It is designed to help employees plan for retirement before they decide to retire. It's part of our effort to make your retirement preparation and transition as smooth and successful as possible.

To request your free IPRO simply call our office at 317-818-1631, toll-free at 1-877-901-1631, or click here to complete a request form online.