Our Firm's Mission:
To provide the very best advice and representation for each client based upon their particular situation. We will not substitute our values for those of our clients, but assist clients in determining and prioritizing their goals. And, ultimately assist them by implementing strategies, tactics, and monitoring which will result in achieving those goals.
(Re)Building and Preserving Wealth. These words embody the central philosophy of the firm, which employs a comprehensive wealth management model, wherein we assist clients as they build, preserve, and protect wealth.
What we offer:
- Tax Planning
- Risk Management
- Investment Management
- Retirement Income Planning and
- Estate Planning including Asset Protection
Why choose IFC:
IFC recognizes that every client’s situation is different, one size does not fit all. We will consider each client’s individual needs and resources, before developing a case-specific strategy.
The National Association of Personal Financial Advisors prohibits members from receiving commissions and thus reduces conflict-of-interests in regard to product sales.
IFC is a Fee-only Firm
As required by NAPFA we are a fee-only firm. There are no commissions or bonuses based on what products we sell; therefore, your needs will always
Effective Wealth Management to help you plan today,
can make all the difference tomorrow.
Rick K. Shapiro, Managing Member