Chicago Fee-Only Financial Planner Ivan Havrylyan
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Outside The Box

Chicago Area Financial Planner

 
 
 
 

Financial Planning Made Effortless 

 
 
 
happy family after reaching financial goals with financial planner

Comprehensive Financial Planning

This service is best suited for medical professionals in their 40’s and 50’s with an emphasis on assets accumulation, debt management, and college planning.

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happy elderly couple after retiring with the help of certified financial planner

Comprehensive Retirement Planning

This service is best suited for individuals approaching retirement within the next 5 years or who are already retired with an emphasis on generating retirement income, minimizing income tax liability, and maximizing Social Security and Medicare benefits.

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chicago where financial planner from otbfp can help you achieve your goals

Wealth Management

This service is best suited for individuals seeking a holistic approach, combining financial planning and investment management.

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Someone’s sitting in the shade today because someone planted a tree a long time ago.
— WARREN BUFFETT
 

 
ivan havrylyan - certified financial planner in chicago

I am a fee-only, fiduciary, Certified Financial Planner™️ practitioner and I help people plan their retirement, protect their nest egg, reduce their tax liability, and avoid challenges.

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Our Process

Initial Consultation

Discovery Meeting

Get Organized Meeting

Explore Possibilities Meeting

Plan Delivery Meeting

Ongoing Financial Planning

 
 

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