Beene Wealth Management Group

Beene Wealth Management Group Chana Beene, CLU is a Financial Consultant and Wealth Manager with over 30 years of experience. Past performance is not a guarantee of future results.

Chana and her team are here to help you and your family reach your financial goals. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member, FINRA/SIPC and Registered Investment Advisor. Insurance services offered through Beene Wealth Management Group, LLC, which is not affiliated with Woodbury Financial Services, Inc. https://www.joinwoodbury.com/disc

losures/socialmedia/

Investments in securities involve risk, including the potential loss of principal. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party web site, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. “Likes”, “Favorites” and comments should not be considered a reflection of client experiences or future performance. “Likes” and “Retweets” should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.
09/03/2026

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

09/01/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, cost...
08/27/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

The savings rate is the government’s estimate of how much U.S. households are saving.
08/25/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

Have a strategy for discussing healthcare with your parents.
08/20/2026

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

The CPI has shown low inflation since '09. Are your prices rising faster than the average?
08/18/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.
08/13/2026

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72...
08/11/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Does your insurance cover you if you get into an accident with an uninsured driver?
08/06/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

Address

400 Austin Avenue Suite 200
Waco, TX
76701

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12547556575

Website

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