Ben Hockema, CFP® Illuminate Wealth Management
- 939 W North Ave Suite 750, Chicago, IL 60642
- (847) 595-1315
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.
Here is our 2020 Year-end Investment Review and Outlook. This continues our frequent series of video podcasts from Illuminate Wealth Management as Ben Hockema, CFP® is joined by partner Gary Bowyer. Topics: 0:00 – Intro 5:55 – Looking back at 2020; Review Performance of a Diversified Portfolio 18:05 – Looking ahead to 2021 and Beyond; …
We are excited to introduce our newest team member, Eddie Arraya! Eddie joined Illuminate on Nov. 30th. You can reach Eddie directly ng firstname.lastname@example.org or (321) 246-4593.
We have a special guest this week, Gary Bowyer, one of my partners at Illuminate Wealth Management. Gary discusses the life cycle of his financial planning business from 1986 to 2010, transitioning to retirement and finally becoming a partner in Illuminate Wealth Management in 2020. In this longer episode, Gary also discusses the financial planning …
- Gen X
- Retirement Planning
- Socially Responsible Investing (SRI)
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
- Monthly Fee: $250+/mo
- Quarterly Fee: $750+/qtr
- Flat Fee: $3,000+/engagement
- AUM: 0.75%