Hege Financial Group
Financial Service
Why pick this one
Hege Financial Group has operated since 1979, serves over 600 families, and combines investment management with retirement, estate, insurance, and tax planning.
Best for
- Households with $250,000 or more of investable assets
- Retirement planning and income strategy
- Investment management paired with comprehensive financial planning
- Estate, insurance, and tax planning coordination
- Clients needing coordination among a financial advisor, attorney, and CPA
Specialties
- Investment portfolio management and asset allocation
- Retirement income planning
- Estate planning strategies
- Life, disability, and long-term care insurance planning
- Tax planning strategies
- Coordination with attorneys and CPAs
Certifications
- CFP® (Certified Financial Planner™)
- Chartered Life Underwriter
What makes them different
- Multi-generational, family-owned company founded in 1979
- Serves over 600 families
- Team includes two CFP® professionals and one Chartered Life Underwriter
- Offers asset-based fees of 0.6%–1.5% and financial planning subscriptions starting at $150 per month
- Coordinates financial planning with clients' attorneys and CPAs
- Years in business
- 40
- Serves
- Winston-Salem
Distilled from this business's own website.
Contact & Location
- Address
- 1404 Plaza West Rd, Winston-Salem, NC 27103-1401
- Phone
- +13367224343
- Website
- http://www.hegefinancialgroup.com/
- hege@hegefinancialgroup.com
Services
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax strategies
- Professional collaboration