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
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
View all articles 
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
View all calculators
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.