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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

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When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Simple 401k

Simple 401k

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

 

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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Putting a Price Tag On Your Health

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Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

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Assess Your Life Insurance Needs

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

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

Inflation & Retirement

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

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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 Investments

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

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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.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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An amusing and whimsical look at behavioral finance best practices for investors.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Rightsizing for Retirement

What does your home really cost?

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