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.