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

April 2022 Investment Market Update

May 4, 2022

Ben Hockema is joined by Eddie Arraya to discuss several topics, including: How did we get to this point in the Market? What has happened Year-to-Date (through 5/2/2022)? Looking ahead to the rest of 2022 Changes in the Energy sector, particularly in Uranium

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Bonds May Be Riskier than Stocks

April 26, 2022

One of the staple investment beliefs has historically been that “bonds are for protection and stocks are for growth”. While the evidence has generally backed this up, it is important that we balance what worked before with the current and future investment environment. As every investment compliance attorney has said, “past performance is no guarantee …

Bonds May Be Riskier than Stocks Read More »

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March 2022 Investment Market Update

March 21, 2022

Ben Hockema is joined by partner Gary Bowyer for a look at 2022 so far and looking ahead at the medium and long-term impacts of the Russia invasion of Ukraine for investors.

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Ideal Clients

  • Entrepreneurs
  • Gen X
  • Retirement Planning
  • SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

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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