Welcome to the Connecticut Institute of Finance

                                            IMPORTANT NOTICE


Effective June 17th 2022 our offices will be moving to:

  231 Coram Ave

Shelton CT 06484

Our phone number and fax number will remain the same

During the transition period we will still be open for business

We look forward to seeing you at our new place of business



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.