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

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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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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