Hege Financial Group

read moreSince 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.

read moreWe are indebted to every individual and family that has and continues to place their trust in us as their financial advice partner. Here is a little bit about how our company started and how we have evolved over time. In 1975, W. Edward Hege III (Ed), CLU began his career as a life insurance agent providing solutions for financial pitfalls such as disability and death for business owners, professionals, and families. He ventured out on his own in 1979 and formed his own firm, Hege & Associates, to better serve his clients' needs.

read moreWill is an experienced financial advisor with a passion for helping clients achieve their financial goals. Will is a CERTIFIED FINANCIAL PLANNER. Ed has significant experience in the financial services industry, serving his clients faithfully since 1975. His calm demeanor and exceptional relational ability provides his clients the confidence and clarity. Beatrix Tang is a native of Malaysia and has been a Naturalized American Citizen since 2011. Prior to coming to the United States in 2002, she was a teacher - teaching the piano and cello, as well as English as a Second Language, and.

read moreInsurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

read moreUnderstanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

read moreOne of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.