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
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
View all articles 
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
View all calculators
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.