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
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Buying a Home
A look at what you need to think about when buying a home.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
View all articles 
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
View all calculators
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Saving for College 101
Here's a crash course on saving for college.