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

2023 Investment Market Outlook

December 27, 2022

Goodbye TINA (There is No Alternative)   Our investment views are based on a simple idea: as facts change, so may our outlook. The last few years have been an interesting period for this ethos as our annual outlook is beginning to feel like a game of ping-pong, oscillating between bulls and bears, as the …

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Bonds Make Sense Again!

November 15, 2022

Back in the Spring, I wrote a blog post about how bonds were riskier than stocks, taking into account the role that they each play in most investment portfolios. I discussed the concern that rising interest rates from such as low starting position would create havoc in portfolios. While I believed everything that I wrote, …

Bonds Make Sense Again! Read More »

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“Our CFP FIREd us!” – Ben Hockema as podcast guest on The Road To Wealth Podcast

November 13, 2022

I was honored to be a guest on The Road to Wealth Podcast hosted by my friend Justin Nacpil. We cover: My early relationship with money  Entering the Financial Planning Industry The importance of a financial plan and working with a fiduciary Why I ultimately fired Justin and his wife (jokingly!) You can listen to …

“Our CFP FIREd us!” – Ben Hockema as podcast guest on The Road To Wealth Podcast Read More »

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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.

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