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Services & Solutions

At Hege Financial Group, 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.

When people ask us what makes us distinct, we describe our process and humble approach to serving our clients and their needs first.  Here is what we do well:

  • Listen to our clients and identify goals, hopes and dreams
  • Provide sound financial advice
  • Recommend and implement comprehensive investment and retirement strategies using Securities and Advisory Services that are offered through LPL Financial
  • Mitigate risk in your financial plan through the use of insurance products including Life, Long Term Care and Disability insurance
  • Collaborate, communicate and connect with other professionals like attorneys and CPAs to ensure across-the-board integration of planning and implemention

Investments and Advisory Services offered through LPL Financial:

  • Managed Accounts, Brokerage Accounts and Separately Managed Account solutions
  • Mutual Funds, ETFs, and Individual Equities and Bonds
  • 529 College Savings Plans
  • Retirement Accounts, including Traditional, Roth, SEP and SIMPLE IRAs
  • Variable and Fixed Annuities
  • REITs

Insurance Products and Services are offered through Hege Financial Group:

  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance