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.
Helpful Content
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?