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Understanding Today’s Financial Environment

Since 1979, Hege Financial Group has been serving Winston-Salem, North Carolina and the surrounding Triad area with quality financial services and personalized customer service. Our goal as professionals is to provide clients with comprehensive financial recommendations, integrating solutions that involve insurance and estate planning as well as investment and retirement strategies unique to each individual situation. At Hege Financial Group, we understand that our job is to pursue strategies for you and your family’s financial future. The decisions our clients make today will impact the way they live, work, retire, and potentially leave a legacy for their family and beyond. We want to be a part of the way you shape your financial future.


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Our Services

Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first portfolio to preparing for retirement, we’re here to serve you for the long-term.

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Options When Your CD Matures

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Protect yourself against the damage that your homeowners policy doesn’t cover.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Assess how many days you'll work to pay your federal tax liability.

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Determine your potential long-term care needs and how long your current assets might last.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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There are some key concepts to understand when investing for retirement

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There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Business Cycle

How will you weather the ups and downs of the business cycle?

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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