Broker Check

For many, understanding every aspect of personal finance can be daunting.  From investments to retirement decisions to deadlines and taxes, your financial situation can be complex.

Working with Benge Financial Group can help simplify your life.  We start by defining your life priorities and financial goals and create a personalized plan to make certain you are "on track" to work toward those goals.  We then facilitate the implementation of your plan and conduct systematic monitoring and maintenance over time.  Working with families for over 30 years gives us the experience, knowledge, and history to help your family.

We invite you to discover the opportunities and confidence that become available when you take a proactive approach to your personal financial situation and future! 

Contact us for a complimentary exploratory meeting to learn more.
Call 817-809-8041.

Get to know us and let us know how we can help you.


Our office building is located in the heart of historic downtown Roanoke between the Roanoke Visitor Center/Museum and the original Babe's Chicken Dinner House.  Built around 1890, the building shares a common wall with the museum which was the Silver Spur Saloon.  Our building originally had a second story and possibly served as a bank or hardware store, although local legend sheds a different light.  We look forward to sharing its history when you are in the area!

Helpful Content

Wedding Budget Calculator

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Student Loan Refinance Calculator

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Saving for College 101

Saving for College 101

Here's a crash course on saving for college.

 

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

View all articles arrow

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

College Savings

See how much you may need to save now to cover future college costs for your child.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

View all calculators arrow

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

View all videos arrow