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.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
This checklist can give you a quick snapshot of how prepared you are.
Get ready to enjoy America’s national park system with this helpful article.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
How long does a $20 bill last?
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
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.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
$1 million in a diversified portfolio could help finance part of your retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There are three things to consider before dipping into retirement savings to pay for college.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Even low inflation rates can pose a threat to investment returns.