Videos and downloads

Downloadable resources

Hoenig & Hoenig - When you contact us the first time
What you can expect the process to look like from when you first contact us until hopefully becoming a client.
Hoenig & Hoenig - Financial planning clients (process)
Process if you choose to engage in our planning services. These are our best relationships because investments are tied to your goals (ongoing).
Omniview
A description of importing accounts into Omniview
Hoenig & Hoenig - Wealth management clients
Discretionary managed account (typically for $100K+) or brokerage - what it looks like having your money with us.
Hoenig & Hoenig - Managed account fee grid
Managed Account Fee Grid
Hoenig & Hoenig - Menu of services
Menu of Services
Hoenig & Hoenig - For clients and tax advisors
Tax resources for clients and tax advisors
Expense supplement
This interactive data sheet captures essential & lifestyle expenses in a client-friendly way and includes calculations when completed electronically.
Ameriprise Financial client relationship summary
Form CRS summarizes important information about the services we offer, our fees, and potential conflicts of interest in a clear and concise manner.