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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

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Why Do Renters Have to Save More?

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

 

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

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College Savings

See how much you may need to save now to cover future college costs for your child.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Inflation & Retirement

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

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Retirement Accounts When You Change Your Job

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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