Broker Check

What We Do For You

We create a LEAP (Lilly Employee Analysis & Plan), a personalized financial plan and investment strategy just for you that integrates your Lilly benefits and answers the questions you have about your financial life. 

Your LEAP may include, but is not limited to:

  • Retirement planning (accumulation and distribution)
  • Investment analysis
  • 401(k) Rx – a custom investment strategy for your Lilly 401(k)
  • Pension (Part A, Part B, Transition Group)
  • Equity awards: Restricted Stock Units (RSU), Performance Awards (PA), Shareholder Value Awards (SVA)
  • Concentrated employer stock
  • Life Insurance Analysis
  • Tax Planning
  • Estate Planning
  • Education Funding Analysis
  • HRA vs. HSA analysis (including HSA investment strategy)

Download our Eli Lilly Investment & Retirement Planning Q&A

Click Here