Areas of Focus
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Estate Planning
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Financial Life Planning
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Insurance
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Investment Management
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Retirement Planning
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Saving for College
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Social Security
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Student Loan Advising
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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
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CERTIFIED FINANCIAL PLANNER ®
Affiliations
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Fee Only Network
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National Association of Personal Financial Advisors
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XY Planning Network
Primary Location
Wheeling, IL, 60090
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
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Advice-Only
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Fee Only
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Flat Fee
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Hourly Rate
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One-time Financial Plan
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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
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Baby Boomers
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Business Owners
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Corporate Executives
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Dual Income Family
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Entrepreneurs
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Families
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Gen X
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Healthcare Professionals
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Parents
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Single Women
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Widow
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Young Families