Customized Wealth Management for Eli Lilly Executives
For more than 35 years, Total Wealth Planning has helped successful executives evaluate their needs and objectives to make informed decisions regarding their compensation packages and complex retirement plans.
Our Services
Our team of experienced and knowledgeable advisors help you minimize risks, and take advantage of wealth-building opportunities. We value our family-centric focus, as we work to not only serve you, but also those who are important to you. We work closely with our executive clients to develop and implement a comprehensive strategy for all areas of their financial lives.
- Understanding all available options inside the Lilly 401(k) Plan including an in-service withdrawal to gain access to a broader and more diverse range of investment options.
- Planning for distribution of company stock from the Lilly 401(k) Plan using the Net Unrealized Appreciation (NUA) of company stock strategy.
- Active consultation, advice, and monitoring of Restricted Stock Units (RSUs), Performance Awards (PAs), Shareholder Value Awards (SVAs), and Stock Options.
- Analysis of highly appreciated Lilly stock and providing best in class solutions to reduce exposure on a tax sensitive basis.
We not only help you implement effective strategies for these challenges, but we also integrate those solutions into a broader comprehensive wealth management plan.
Planning Services Exclusively for Eli Lilly Executives
At Total Wealth Planning, we have extensive experience working with Eli Lilly executives around the world. No matter where your career and travels may take you, we maintain a constant communication via technology and face-to-face meetings. We understand your goals, concerns, and unique needs because we have successfully assisted many of your colleagues.
- Investment Management
- Retirement Planning
- College Planning
- Company Benefits Optimization
- Equity Compensation Planning
- Estate Planning
- Risk Management
- Tax Planning
- Expat Planning
- Charitable Giving
Let's Connect Soon and Start the Conversation
Simply fill out the form and one of our Eli Lilly executive wealth planners will be in touch shortly to schedule your no-cost, no-commitment consultation. We look forward to working with you and your family.
