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OTB Financial Planning
Chicago fee-only planner for retirees and medical professionals.
Fee-only financial planning firm founded by Ivan Havrylyan. Focused on retirees and medical professionals in the Chicago area and nationwide.
Questions to ask OTB Financial Planning
Every financial planners interview should cover these four questions before you sign anything.
- 1Are you a fee-only fiduciary (no product commissions)?
- 2Do you hold the CFP® designation?
- 3How do you coordinate with an elder law attorney on Medicaid planning?
- 4Have you modeled long-term care costs for other Chicagoland families?
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