Outside The Box Financial Planning, LLC
| Company | : | Outside The Box Financial Planning, LLC |
|---|---|---|
| Category | : | Financial planner |
| Address | : | 1 312-554-5889 |
| Phone | : | |
| Web | : |
About Company
Outside The Box Financial Planning, LLC is a Financial planner located at 1 312-554-5889.
Fee-only, Fiduciary, Certified Financial Planner™️ practitioner and we help people plan for their future, protect their nest egg, reduce their tax liability, and avoid challenges. Having worked as a financial planner since 2012, we have advised clients ranging from business owners, medical professionals, retirees, and high net worth individuals. Our specialties include working with pre-retirees and retirees needing to turn their assets into a reliable stream of retirement income. My wife is a nurse at Rush University Medical center. Over the years, I have learned how to maximize her employee benefits while understanding the unique challenges people in her profession face.