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
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Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
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Review your legacy approach regularly, particularly following significant life events or legislative updates.
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Social Security: The Elephant in the Room
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Compare two different scenarios side by side to see how they stack up over time.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Compare your current student loan terms to a potential refinance to see if it makes sense.
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Estimate how much life insurance coverage may be appropriate for your situation.
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Surprises
Making the most of surprises is a great reason to work with us.
How Cash Apps Work
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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Learn about the difference between bulls and bears—markets, that is!
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.