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

Q3 2021 Investment Review and Outlook

October 7, 2021

Check out our 3rd Quarter 2021 Investment Review and Outlook Video! This continues our frequent series of video podcasts from Illuminate Wealth Management as Ben Hockema, CFP® is joined by partner Gary Bowyer.

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Are you worried about Evergrande?

September 21, 2021

As many clients have noticed, the stock market, measured by the S&P 500 Index, has dropped for 9 of the last 12 trading days. This has caused a few worried clients to reach out, particularly after the stock market fell another 1.7% on Monday, Sept. 20th.   One major story that is making headlines is …

Are you worried about Evergrande? Read More »

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What is Inflation video

July 14, 2021

What is Inflation? How will it affect my portfolio? What should I do?

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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%

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