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

 

Investment & Retirement Rx newsletter

Our Investment & Retirement Rx newsletter varies from our general newsletter in that it contains information specific to Eli Lilly employees.

Click here if you would like to subscribe to the newsletter.

 

The link below allows you to view the most recent issue of our "Investment & Retirement Rx" newsletter.

1st Quarter 2012

 

The above link requires Adobe Acrobat.  If you don't have Acrobat you can download their free reader by clicking on the icon below.