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Our Services

We offer tailored financial services along with investment management solutions to help you achieve your unique financial goals.

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Retirement Planning

Retirement Planning

As you approach this significant phase of life, we offer comprehensive strategies and expertise to help you build and utilize your retirement funds efficiently.

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Estate Planning

Estate Planning

Regardless of the size of your estate or the presence of minor children, expressing your wishes and ensuring a smooth transition for your loved ones is essential both financially and emotionally.

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Tax Planning

Tax Planning

At the Connecticut Institute of Finance, we offer more than just tax preparation; we provide comprehensive tax planning services that maximize the efficiency of your federal and state tax strategies, ensuring optimal returns.

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Coaching

Coaching

Our goal is to help small businesses and individuals recognize, facilitate and achieve their financial goals. We also help people work, play and truly live on a higher perceptible plane.

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Insurance Planning

Insurance Planning

Insurance plays a crucial role in mitigating risks and safeguarding the things that matter most to you. At the Connecticut Institute of Finance, we understand the importance of comprehensive insurance coverage to protect your life, assets, and financial well-being.

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Education Planning

Education Planning

At the Connecticut Institute of Finance, we realize that a good education is the greatest gift a parent can give to their child. Education is the largest single indicator of a child’s economic, social and personal success in life.

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