Ben Hockema, CFP® Illuminate Wealth Management

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About Ben Hockema, CFP®

Everyone has uncertainty. What does the future hold? How do I balance today and tomorrow? How do I provide and plan for my family? How do I stop worrying about the financial side of my business and instead focus on creating the impact I feel called to make?

I work with individuals, families and small business owners on their full financial picture; everything from cash flow and paying for education to saving and investing for big goals such as retirement, to individual and small business tax planning so that my clients can gain clarity and develop a path that is unique to their own goals, hopes and dreams.

Do you know how your financial life fits into your LIFE? Are your finances working toward your fulfillment, or standing in your way? I work to empower my clients to make decisions about their money that helps them achieve their goals, find fulfillment in their finances, and prepare for their future, whatever it holds.

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Recently Published

Making a Game out of Budgeting

May 22, 2020

I have former clients who could never get their spending under control and spent every dollar they earned, even though they were making close to $500k per year. At the same time, I have a few clients that have never made anything close to 6-figure salaries and yet have retired when they wanted to, living …

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Financial Independence Video Series

May 21, 2020

 Today we’re talking about becoming financially independent. The first step is to have an emergency fund. Today’s video is the next step (step 2) on getting financial independent! Follow along our six part series. The topic today is how much savings to have put away. We are on part 3 of our financial independence …

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The CARES Act

April 9, 2020

Last month, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020. This act is almost 900 pages in length, with ramifications to be felt now and into the future for individuals, small-businesses, states & municipalities, plus airlines and other business critical to US national security. Rather than dissect the entire bill …

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Ideal Clients

  • Entrepreneurs
  • Gen X
  • Retirement Planning
  • Socially Responsible Investing (SRI)

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Quarterly Fee: $750+/qtr
  • Flat Fee: $3,000+/engagement
  • AUM: 0.75%

SEC Records

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