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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.

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Our Services

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.

Download Our Free App

We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.

Download our app on the App Store! Download our app on Google Play!

Helpful Content

Mastering Mobile Lingo

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Principles of Preserving Wealth

Principles of Preserving Wealth

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

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

 

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Debt Stress

There’s a link between debt and stress.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Assess Your Life Insurance Needs

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

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Managing Your Lifestyle

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

5 Smart Investing Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

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

Investment Strategies for Retirement

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

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18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

A Bucket Plan to Go with Your Bucket List

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

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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