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

September 2022 Investment Market Update

September 9, 2022

Ben Hockema is joined by Eddie Arraya to discuss several topics, including: Market performance to date Focusing on the Long-term International Investing and Exchange Rates How to invest for the rest of 2022

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5 Good Options for Whole Life Insurance Cash Value (plus 1 bad option)

August 24, 2022

Earlier this month, I saw a great tweet from Financial Planner Carl Richards, author of the Behavior Gap: In Fee-Only Financial Planning circles, it is a continual struggle to avoid blasting the insurance industry for their elaborate marketing of life insurance as anything other than insurance. In working with clients in their 20’s all the …

5 Good Options for Whole Life Insurance Cash Value (plus 1 bad option) Read More »

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Compounding Explained in a “Not Boring Way”

August 10, 2022

This post was originally posted on our Financial Education Website, Build Your Financial Future. You can see the original post here.     Compounding.     It sounds like a word they would use on a farm.     As in, “I’ve got some compounding to do down on the back forty so I won’t be …

Compounding Explained in a “Not Boring Way” Read More »

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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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