Ivan Havrylyan, CFP®

Fee-Only |CERTIFIED FINANCIAL PLANNER™️ for retirees and medical professionals

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Outside The Box Financial Planning Ivan Havrylyan, CFP®
Wheeling, IL

Serving Clients Nationwide

Fee-Only |CERTIFIED FINANCIAL PLANNER™️ for retirees and medical professionals

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Insurance
  • Investment Management
  • Retirement Planning
  • Saving for College
  • Social Security
  • Student Loan Advising
  • Taxes

About Ivan Havrylyan, CFP®

I am a fee-only, fiduciary, Certified Financial Planner™️ practitioner, and I help people plan for retirement, generate retirement income, protect their nest egg, and reduce their tax liability.

Having worked as a financial planner since 2012, I primarily advise clients who are retirees and medical professionals. My specialties include working with individuals approaching retirement to establish a strategy to turn their assets into a reliable stream of tax-efficient retirement income.

My wife is a nurse practitioner at Advocate Lutheran General Hospital in Park Ridge, Illinois. Over the years, I have learned how to maximize her employee benefits while learning about the unique challenges people in her profession face.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Wheeling, IL, 60090

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule an introductory "Fit" meeting, designed to be a 30-minute session where we assess whether we’re a mutual fit, build rapport, and give you an overview of our firm and pricing. You don’t need to bring anything but yourself and any questions you may have. This meeting is an opportunity for you to learn more about how we work and for us to understand your needs and goals, ensuring that we’re aligned before moving forward with the next steps. I look forward to speaking with you.

Offers Investment Management

Yes

About Outside The Box Financial Planning

Outside The Box Financial Planning, LLC provides comprehensive financial planning, retirement planning, and wealth management to help retirees and medical professionals grow and protect their assets through life’s transitions.

As a fee-only, fiduciary, and independent financial advisor, Ivan Havrylyan is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.

Financial Planning Made Effortless

✔️ Comprehensive Financial Planning

This service is best suited for medical professionals in their 40s and 50s with an emphasis on asset accumulation, investment management, tax optimization, college planning, and more.

✔️ Comprehensive Retirement Planning

This service is best suited for individuals approaching retirement within the next 5 years or who are already retired with an emphasis on generating retirement income, minimizing income tax liability, and maximizing Social Security and Medicare benefits.

✔️ Wealth Management

This service is best suited for individuals seeking a holistic approach, combining financial planning and investment management.

Education

Northeastern Illinois University, Bachelor of Science (B.S.), Finance | Harper College, Associate of Arts (A.A.), Accounting

Hobbies and Interests

  • Basketball
  • Camping
  • Cars
  • Cooking
  • Exercising
  • Family
  • Gardening
  • Grilling
  • Music
  • Reading
  • Soccer
  • Working Out

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Gen X
  • Healthcare Professionals
  • Parents
  • Single Women
  • Widow
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.