Ivan Havrylyan, CFP® Outside The Box Financial Planning, LLC
- Virtual, Wheeling, IL 60090
- (312) 554-5889
- vina@bgosvanapvnycynaavat.pbz
- http://otbfinancialplanning.com/
About Ivan Havrylyan, CFP®
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.
Ideal Clients
- Baby Boomers
- Income Planning
- Retirement Planning
- Social Security
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $200+/mo
- Flat Fee: $500+/engagement
- Hourly Fee: $150+/hr
- Assets Under Management: 1.00%
