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

Understanding Equity Compensation

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

Understanding the SECURE Act 2.0

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

 

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

View all articles arrow

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

College Savings

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

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

How Long Will My Savings Last If I Become Disabled?

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

My Retirement Savings

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

Comparing Mortgage Terms

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

View all calculators arrow

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Finding the Balance

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

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

View all videos arrow