Save for Retirement Strategically with Bannockburn Advisors Outside the Box 

Top CERTIFIED FINANCIAL PLANNER™ practitioners for Bannockburn Families and Businesses

For Outside the Box Financial Planning owner Ivan Havrylyan, “a good financial outcome always starts with a plan.” Having working in the financial industry since 2012, Havrylyan advises clients in Bannockburn strategically. Included in Outside the Box’s Comprehensive Financial Planning service, clients are offered an 8 to 12 week engagement that includes:

• Goal setting 

• A net worth statement

• Developing a spending plan with cash flow statement

• Managing consumer and student loan debts

• A year-end tax planning review 

• Planning for college

• Investments

• Insurance and employee benefits analysis

Whether you are just getting started in a new career or in the final stages of your career preparing for retirement, Outside the Box Financial Planning can give you the peace of mind of ensuring your finances are in order, and maximizing your potential earnings from investments. Contact Bannockburn’s leading CERTIFIED FINANCIAL PLANNERS™ professionals today to schedule a free consultation.