Outside The Box Financial Planning, LLC

Hi, I'm Ivan Havrylyan. I am a fee-only, fiduciary, Certified Financial Planner™? practitioner and I help people plan for their future, protect their nest egg, reduce their tax liability, and avoid challenges. Having worked as a financial planner since 2012, I have advised clients ranging from business owners, medical professionals, retirees, and high net worth individuals. My specialties include working with pre-retirees and retirees needing to turn their assets into a reliable stream of retirement income. My wife is a nurse at Rush University Medical center and over the years I have learned how to maximize her employee benefits as well as unique challenges people in her profession face. In my free time, I also love to CrossFit and have been able to give back to this community through volunteering and providing business planning resources to this unique group of entrepreneurs.