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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Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
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HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand
This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
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Understanding the “No Tax on Tips” Deduction
In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
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New and Improved Tax Treatment for Qualified Small Business Stock
The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.
Calculators
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Mortgage Refinancing
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Credit Card Debt
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