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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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Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

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Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

 

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Use this calculator to estimate your capital gains tax.

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This calculator can help you estimate how much you should be saving for college.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Use this calculator to better see the potential impact of compound interest on an asset.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Do you have causes that you want to support with donations? Here are three tips.

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Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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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