INVESTMENT & FINANCIAL COUNSELORS, LLC

BUILDING AND PRESERVING WEALTH

AN OVERVIEW OF OUR CLIENT-SERVICE PHILOSOPHY

Our purpose in working with clients is to help them:

Spend more time doing what, they like

whether it is playing tennis, golf

or figuring out how to retire when they so choose.

Live a more balanced financial life so that they are not worried about their

finances on one extreme

and have not avoided financial responsibility on the other.

Find the "middle ground" with respect to their financial behavior. That is, living for today, yet planning for the future.

make the right moves

The firm offers various levels of services with varying fee structures, depending upon the clients' individual desires and needs.

IFC is a fee-only investment and financial planning firm.

The firm does not sell any products and therefore accepts no commissions.

998 Farmington Avenue, Suite 202

West Hartford, CT 06107-2184

Telephone 860-232-4121

Facsimile 860-232-4111