Welcome to the Connecticut Institute of Finance

                                     IMPORTANT NOTICE

All of us at the Connecticut Institute of Finance and Sound Coaching are here to try and take care of your financial needs. We also have an obligation to look after our staff’s wellbeing. With that in mind we are open for business but are limiting the number of people in our office. We will no longer be seeing clients for tax preparation in the office. If you have not come in for your tax preparation yet, you can come in to drop off your papers, mail your papers in or email them in PDF format. Your tax preparer will prepare your taxes and once finished will contact you and go over them with you. Once you agree with the results, you can pay over the phone by credit card or check and then we will mail the completed return to you with instructions on the next steps.

If you have already come in but not picked up, you can pay over the phone and we will mail your taxes to you.

We apologize for the inconvenience, but for the safety of our clients and our staff we feel this is the best way to keep everyone safe and healthy. We thank you for your cooperation and hope everyone stays safe and remain healthy.



All of us at

Sound Coaching and the CT Institute of Finance


Here you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.