The Team

Hoenig & Hoenig

Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Diane E Hoenig

Diane E Hoenig

Financial Advisor

More about me...

Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education

Education

BA, Boston University School of Management, 1993

VISIT MY WEBSITE

Lance R Hoenig

Lance R Hoenig

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

Bachelor of Science - Truman State University, Kirksville, MO, 1990

VISIT MY WEBSITE

Our Staff

Destiny Tarbox

Client Relationship Manager

Edie Schwartzman

Client Service Specialist