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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

How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Introducing the 530A Accounts

Introducing the 530A Accounts

An article explaining 530A Accounts.

 

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

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Comparing Mortgage Terms

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

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Saving for College 101

Here's a crash course on saving for college.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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