Ben Hockema, CFP® Illuminate Wealth Management
- 939 W North Ave Suite 750, Chicago, IL 60642
- (847) 595-1315
- http://www.illuminatewm.com/
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.
Recently Published
April 2023 Investment Market Recap
May 10, 2023The Fed Effect The Impact of Higher Rates Are Taking Hold Key Observations Muted returns of broad market indexes for the month of April hide the churn underneath as the lagged and variable impact from higher rates take hold. Leading Economic Indicators (LEI) show more ardent anticipation of economic contraction. History would suggest four months …
2023 International Investment Market Update – New Funds
May 5, 2023Ben Hockema discusses the reasons behind the most recent changes to investment portfolios for Illuminate Wealth Management clients. This includes a discussion of the shifting investment environment and the need to move towards more active exposure to Developed International and Emerging Market stocks.
2023 Quarter 1 Investment Review and Outlook
April 27, 2023Ben Hockema is joined again by Eddie Arraya to discuss the current investment market environment, particularly around the difference between the headline fears and long-term opportunities in the market ahead.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
