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 thier 4 children.
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Newsletters
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HOT TOPIC: The SECURE Act and Your Retirement Savings
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
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Passive, Active, or Both?
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
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Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
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Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
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