Comprehensive Financial Planning, Retirement Planning, and Wealth Management in Wheeling and Surrounding Areas

Finding a Trusted Financial Advisor

Chicagoland area individuals and businesses seeking an experienced and trusted financial advisor turn to CERTIFIED FINANCIAL PLANNER™ practitioner Outside the Box Financial Planning in Wheeling. Owner Ivan Havrylyan believes the following are key to a successful relationship with his clients:

• A good financial outcome starts with a plan.

• I believe in a fiduciary client-advisor relationship.

• Investments are “tools” used for a specific goal/purpose.

• I believe in the efficient market hypothesis utilizing passive investment strategies.

Outside the Box Financial Planning works with businesses and individuals in the following locations on retirement planning, wealth management, and comprehensive financial planning. We work with retirees and pre-retirees to plan for their future in:

Wheeling

Chicago

Niles

Park Ridge

Glenview

Northbrook

Morton Grove

Prospect Heights

Mount Prospect

Highland Park

Fort Sheridan

Arlington Heights

Lake Forest

Lincolnshire

Deerfield

Riverwoods

Vernon Hills

Bannockburn

Buffalo Grove

If you’d like to further discuss how any of the above services can help you or your business, contact Outside the Box Financial Planning for a free consultation.