Rob Hoynes, ChFC®,
Rob works with individuals, business owners and company executives who seek advice in Wealth Management and Business Succession strategies. He specializes in assessing a clients financial situation and objectives and guiding the client toward building a plan to work towards those goals.
He has helped business owners in establishing company retirement plans for the benefit of family members and employees. Rob is very familiar with company executive benefit plans such as deferred compensation, stock options and 401k plans.
Rob is a 1985 graduate of West Point where he was an All American midfielder for the Army Lacrosse team. While serving on Active Duty for 5 years in the US Army, Rob was stationed in Ansbach Germany and Ft. Sill, OK where he held various leadership positons and lead various size army units.
Rob holds a B.S. from West Point, a M.S.B.A from Boston University, the ChFC® designation, the series 7 & series 66 registrations through LPL Financial and Life & Health Insurance Licenses.
Rob currently resides in Cheshire, Ct with his wife of over 30 years and their 4 children.
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Newsletters
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?