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, 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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Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.
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Cancer Happens: Insurance Can Help Fortify Your Finances
Although it’s scary to consider the possibility of a cancer diagnosis, it might be helpful to prepare for the financial implications.
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What’s Your Real Return?
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
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Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
Calculators
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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?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.