"As the majority shareholder in a 3 physician practice, I was concerned about protecting the value of my business for my partners and my family. Chris Hynes was able to clearly explain all of our options when it came to our buy-sell agreement. Consequently, when it came time to implement the plan, he was able to show us all how to most efficiently use the cash flow from the business to build a tax-free retirement next egg and integrate all of our business planning with our personal estate plans at the same time. I would highly recommend him to other small business owners—especially those in the medical field.
"Completing a retirement income plan with Hynes Financial was the smartest financial decision I ever made. I was concerned that I wouldn't be able to meet my retirement income goals. The way he simplified and organized all of my different accounts and income sources onto one page allayed my fears of taking the 'leap' from 'working woman' to 'retiree'. Thanks to Chris' help, insight and endless knowledge of strategies and products, I am retiring in 3 months with full confidence that I will be able to live the retirement I have always dreamed about but never thought possible."
"My wife and I had been diligent savers our entire lives. We soon found out that this was both a blessing and a curse when it came to paying for our daughter's college education. Even though we were only 3 weeks away from filing the FAFSA and CSS Profile forms, Chris was able to save us thousands of dollars each year by lowering our Expected Family Contribution and qualifying us for more aid. What's more, he was still able to provide us with access to the funds we needed to be able to pay the remaining costs of school. His professionalism, knowledge and passion made him a valuable advocate for our family."
"As the adult child of an 80 year old parent, it was difficult to listen to my Dad talk about losing everything to the "nursing home". When we met with Chris and he mapped out all of our options in an easy to understand way, it was clear that Dad was in good hands. I really appreciate Chris and his team taking care of all of Dad's long-term care and estate needs in an expert manner."