Ivan Havrylyan, CFP® Outside The Box Financial Planning, LLC

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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.

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Ideal Clients

  • Baby Boomers
  • Entrepreneurs
  • Medical Professionals
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $150+/mo
  • Flat Fee: $1,800+/engagement
  • Hourly Fee: $150+/hr

SEC Records

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