- 998 Farmington Avenue, Suite 202
Investment & Financial Counselors, LLC


Through a comprehensive planning approach, we assist our clients as they build, preserve, and protect their wealth.  For each client, the firm will provide a client-specific plan that will seek the attainment of your goals, while minimizing your chances of failing to attain them. Various aspects of a client's situation are carefully considered and reviewed in order to perform our work, which includes but is not limited to:                 

         - Tax Planning
         - Risk Management
         - Investment Management
         - Retirement Income Planning and
         - Estate Planning including Asset Protection 
         (i.e. seeking to preserve and protect assets through various legal means).
  

Whatever your financial goals - from securing your lifestyle during retirement to providing for your children - IFC is the right choice.
 
Rick K. Shapiro, Managing Member 
has specialized in Taxation for over 25 years and holds a Master of Science 
Degree in Taxation (MST, 1991, 4.0 GPA)

Mr. Shapiro also holds the following designations: 

         Certified Public Accountant,CPA
         Exam completed 11/1985 with awards received for the highest score in CT.
 
         Personal Financial Specialist, PFS

        A financial planning designation awarded only to CPAs
.
              
         Certified Financial Planner, CFP

         Chartered Mutual Fund Counselor, CMFC
        
 
IFC's central philosophy includes the following:

- The firm will never offer unrealistic expectations or impose our own personal
   views on a client. 
 
- We will find a way to best use your currently-established wealth while also 
    protecting it for future generations. 
 
- IFC has extensive experience in assisting clients in times of transition such as
   retirement or a change in family circumstances, including births and deaths.