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.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Your credit score may influence how much you pay for auto and home insurance.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
It sounds simple, but paying yourself first can really pay off.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The market is as unpredictable as the weather. We’d love to help you prepare.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here’s a quick guide to checking to see if you have unclaimed money.
Estate conservation is too important to put off. Do you have a smart exit strategy?
How will you weather the ups and downs of the business cycle?
Do you know how to set up your financial goals for success? This knight does.