Fee-only Financial Planning

★★★★★

Ivan is a professional. He is a thorough communicator with emails, phone calls and thorough written reports. He has been patient with us when explaining concepts that were new to us, and he had a very kind and respectful manner when talking about important and serious decisions in our lives. Ivan knows what he is talking about and has data and resources to support his findings. I look forward to our continued working relationship with Ivan, and I would highly recommend him for your financial planning needs.

★★★★★

When I needed help to transfer my 401k due to my company where I am nurse getting bought it was Ivan who helped me navigate the way, since then he has also helped me with negotiating a 25% salary increase, set up retirement accounts, and benefits and gave great advice along the way. I don't have much time researching financial planning decisions so I am glad I have someone I can trust. I would definetely recommend Ivan for all your financial needs!

★★★★★

Financial fitness takes time, planning, and execution. However, even if you know all ingredients in a recipe, sometimes you are just not motivated or have enough time to cook. As a busy business owner, I often placed the financial goals of my business ahead of making smart financial plans for my families future. If you are tired of putting off the actions you need to make, Ivan is the coach you need. He helped me organize my retirement planning, tax planning and insurance needs. I also appreciate his research and input on financial/real estate investments.

★★★★★

We are very happy with his investment recommendations and the strategies he utilized as well as the tax savings. Highly recommended

★★★★★

I was looking for someone to help with my finances and I'm very happy for finding Ivan. I could honestly say that I have been saving thousands of dollars yearly since I switched and started working with Ivan. He was able to help me, my wife, and kids set up life insurance policies, ira accounts, kids college funds and help set up a balanced budget. Anytime that there is any fine print and it involves money (usually always does) I give Ivan a call to make sure I'm on the right track and that it makes sense for me and my family. I recommend getting in touch with this company to find out how much money they can make/save you.

★★★★★

Great service. Thank you.

★★★★★

We have been working with Ivan for over 5 years and have been extremely satisfied with the work he has done for us. Highly motivated and trustworthy, we would recommend Outside the Box for all your financial needs.

★★★★★

The company I work for was acquired and I needed a financial recommendation regarding my ESOP. I contacted Outside the Box Financial Planning and couldn't be more happier than i did. After providing all the required documents to Ivan, a call was set up for next day. On the call (Via Google Hangouts), Ivan presented a couple of options to me based on all the information I provided. He answered all the questions I had and emailed me the document presented on the call. I would highly recommend Outside The Box Financial Planning for any of your financial planning needs.

★★★★★

5-star rating, no written review.

★★★★★

Amazing financial planning service. Very helpful and knowledgeable. Helped me create a clear path for my future finances and a very SAFE experience. I’d recommend to anyone. Very integral, reliable and forward thinking. 5 star service.