Partner with Hege Financial Group
Since 1979, Hege Financial Group has been serving Winston-Salem, North Carolina and the surrounding Triad area with individually tailored financial services and solutions; all coupled with an exceptional client service experience.
We understand you come to us with the big questions—How do I retire? How much do I need to save? How can I send my children to college? How can I protect my family from the unexpected? How do I create a legacy for my family or community?—All of these (and many more) are pertinent questions that lead us into great discussions about your goals, your hopes and your dreams.
At Hege Financial Group, we understand that our charge is to be a trusted advisor, a coach, and to partner with you as you plan and journey into your financial future. And yes, we also provide our clients with the comprehensive financial strategies and solutions customized to fit their individual needs.Contact Us
We realize that every situation is unique, and the strategies that we recommend and implement must be tailored and customized to each individual. In addition to financial advice, we utilize a vast array of financial products and solutions to address our clients’ needs.
U.S. Personal Savings Rate
What can be learned from the savings rate?
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
An inside look at how marginal income tax brackets work.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Tips on insuring your teen driver.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Term insurance is the simplest form of life insurance. Here's how it works.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Are you ready for retirement? Here are five words you should consider.
There are hundreds of ETFs available. Should you invest in them?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
When should you take your Social Security benefit?
When do you need a will? The answer is easy: Right Now.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.