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Registration Information

Outside The Box Financial Planning, LLC (“OTBFP”) is a registered investment adviser offering advisory services in the State of Illinois and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by OTBFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

Website Content

Opinions expressed herein are solely those of OTBFP unless otherwise specifically cited. Material presented is believed to be from reliable
sources, and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor,
accountant, or legal counsel prior to implementation.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable. This website and information are provided for guidance and information purposes only.

Outside The Box Financial Planning, LLC

Wheeling, IL, 60090,

United States

Phone: (312) 554-5889 ivan@otbfinancialplanning.com

Hours

Mon 8am to 5pm

Tue 8am to 5pm

Wed 8am to 5pm

Thu 8am to 5pm

Fri 8am to 3pm

Sat Closed

Sun Closed

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