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

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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.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
07/16/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
07/14/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

Your insurance needs don’t stay the same when the nest empties, but what changes?
07/09/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

The sooner you begin investing, the longer your money can work for you.
07/07/2026

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

How many credit cards do you have?
07/02/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

When was the last time you updated your will?
06/30/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
06/25/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be insp...
06/23/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

When you retire, how will you treat your next chapter?

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
06/18/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

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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