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.
Newsletters
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HOT TOPIC: The Fed Finally Cut Interest Rates
The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Watch for These Hazards on the Road to Retirement
The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.
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Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?
In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.
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