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 Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
View all articles 
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Comparing Investments
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.
View all calculators
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.