Niles, United States
8120 W Park Ave
N/A
+13125545889
We have been working with OTB for a few years and have never been in a better position to succeed in the years ahead. They helped us navigate positive growth before the pandemic as well as negative during. We are happy to say that currently we have more members than ever before and are more financially solvent than ever before and a lot of that is due to the guidance from the OTB team. Thank you for all the help!
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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.
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.
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