Hege Financial Group…A Brief History
Hege Financial Group has been a successful financial services organization since 1975. W. Edward Hege, III, CLU (Ed) began his career as a life insurance agent providing solutions for financial pitfalls, such as disability and death, for business owners, professionals, and families. Over time, Ed evolved his practice into one that provides solutions in multiple areas of the financial services arena, including retirement strategies as well as wealth transfer and risk management through the use of various insurance vehicles. The professionals of Hege Financial Group can offer investments and advisory services through LPL Financial.
Since 2003, Hege Financial Group has made two decisions that greatly impact our ability to serve our clients:
- William E. Hege IV, CFP® (Will) joined the firm in 2003 as a financial professional who works alongside Ed, providing clients with a distinct opportunity to gain from the different perspectives of two experienced financial professionals in the financial services arena.
- Hege Financial Group narrowed its focus in 2006 to concentrate on the three areas of core competency we have today. We realize that to provide truly excellent service for our clients, we must concentrate in those areas we maintain the highest proficiency, and we feel our three core competencies reflect those standards.
Hege Financial Group is growing firm that is prepared to maintain a high level of knowledge, service, and integrity to our clients for many years to come. Thank you for your interest in our firm as your partner for your financial future.
A Continuous Learning Experience
The financial services industry has changed greatly over the past 40 years and we have kept ourselves up-to-date and current by attending seminars, classes, and courses to further educate ourselves. Preparing ourselves is a key ingredient to making the recommendations that affect our clients’ lives, but it is just as important that we listen to and identify with our client’s situation.
We believe we can help change your lives…
We understand that we play an important role in our clients’ lives. During the course of a client relationship, we are together going to make many decisions that are going to impact that client’s financial future. We take that fiduciary and ethical responsibility very seriously. At Hege Financial Group, we have and always will operate our business with a goal of placing the clients’ interest above all else.