Wheeling CERTIFIED FINANCIAL PLANNER™ Professional for Retirement Planning and Wealth Management

Outside the Box Financial Relocates to Wheeling

Whether you are a business owner or an individual in Wheeling seeking financial planning and investment advice, Ivan Havrylyan of Outside the Box Financial Planning can help. Ivan works with investors, families, and businesses in Cook County to advise on their financial security and plan for the future, be that college savings, business management, retirement, and more. Outside the Box Financial Planning in Wheeling offers the following services:

  • Financial goal setting and planning

  • Debt management services

  • Tax planning services

  • Retirement planning services

  • Investments

  • Life and disability insurance

  • Employee benefits

While we are based in Wheeling, Outside the Box Financial Planning works with clients in the following zip codes:

60714

60068

60026

60631

60062

60056

60053

60035

60015

60069

For anyone in Cook County seeking the guidance of a skilled CERTIFIED FINANCIAL PLANNER™ professional or wealth manager, Outside the Box Financial Planning is ready to serve. Contact us today to schedule a consultation.