I help Eli Lilly employees with their financial lives. I love working with Lilly employees like you on simplifying complicated finances, creating and implementing a plan, and relieving your stress around money.As an Eli Lilly employee, you can probably relate to these issues:1. As your career has advanced, your financial life has become more complex, and you have less time to spend on finances.2. You realize retirement isn’t as far away as it once seemed.3. You’re wondering if you’ll have enough money in retirement.4. You have investments scattered around with no cohesive plan.Many financial advisors are generalists. I’m different. Here’s how:1. I specialize in helping Eli Lilly employees. Over 60% of Oaktree Financial Advisors’ clients are current or former employees of Lilly.2. I’m working with Lilly employees every day and I’ve been doing that for over 20 years.3. I have a deep and comprehensive understanding of Lilly’s compensation and employee benefits programs and how they impact your financial life.4. I use the Lilly Employee Analysis and Plan or LEAP that we created here at Oaktree just for Lilly folks.5. I “eat my own cooking”, meaning I invest using the same strategies we use for clients.6. I’m a CERTIFIED FINANCIAL PLANNER® professional. As such, I act as a fiduciary when providing financial advice. This means I put your best interests first.You wouldn’t see a family doctor for a heart problem. You’d go to a cardiologist - a specialist. Don’t settle for a “financial advisor” that’s a generalist. You deserve impartial advice from a specialist who’s experienced at helping Eli Lilly employees with their financial issues.The Oaktree Financial Advisors team and I work with Eli Lilly employees every day with the goal of easing their money stress, simplifying their lives, and freeing up their time. Schedule a call with us by going to ⏩ oaktreeadvisors.com ⏪Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org, www.SIPC.org, a Registered Investment Adviser. Oaktree Financial Advisors, Inc. is not affiliated with or endorsed by Eli LillyThe Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.htmlOaktree Financial Advisors,12900 N. Meridian Street., Suite 130, Carmel, IN 46032, 317-818-1631www.commonwealth.com/termsofuse.html
Listed skills include Investments, Financial Advisory, Portfolio Management, Wealth Management, and 21 others.
