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.

Contact this advisor

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%

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