Outside The Box Financial Planning, LLC
Having worked as a financial planner since 2012, I primarily advise health professionals and pre-retirees. My specialties include working with individuals approaching retirement to establish a strategy to turn their assets into a reliable stream of tax-efficient retirement income.
My wife is a nurse practitioner at Advocate Lutheran General Hospital in Park Ridge, Illinois. Over the years, I have learned how to maximize her employee benefits while learning about the unique challenges people in her profession face.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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