Ben Wacek, CFP® Wacek Financial Planning, LLC

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About Ben Wacek, CFP®

Ben Wacek is a fee-only, Certified Financial Planner who helps his clients steward their resources in a meaningful way for an affordable price. He uses Biblical principles as he works with his clients to budget, save, and give their money in a way that matches their goals.

Ben has more than seven years of experience as a financial planner and does not have investment minimums allowing him to work with clients of any life stage and net worth. He is based in Minneapolis but utilizes technology to serve clients across the US and around the world.

Ben loves working as a financial planner because of the opportunity that he have to make a difference in peoples’ lives. If he wasn’t a financial planner he likely would have chosen to be either a pastor or a teacher for a similar opportunity to serve others. It is incredibly rewarding for Ben when he is able to help someone develop a plan that helps them to achieve their goals.

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Recently Published

When Is It A Smart Move To Open A Donor Advised Fund?

November 10, 2019

Would you believe me if I told you that there is a tool out there that could allow you to increase your charitable giving without any change to your bank balance?

Donor Advised Funds (DAFs) have this potential. For years, DAFs have carried a connotation of being a way that only the wealthy used for charitable giving. The reality is that it can be a wonderful tool for many families earning middle incomes, too. 

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7 Ways Financial Planning Pays For Itself

October 9, 2019

A lot of people think they cannot afford to work with a financial planner. I understand, financial planning isn’t cheap. But I really believe that it is worth the expense. In fact, instead of costing you money, in the long run, financial planning should save you money. At the very least, it usually pays for itself. Here’s how:

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Why Stay-At-Home Parents Should Have Life Insurance

September 27, 2019

Life insurance premiums aren’t exactly fun to pay. It’s something you never expect to use, which can make it difficult to keep the benefits of having it at the forefront of your mind. Yet, it’s a critical component of any healthy financial plan. It provides a safeguard for lost earning potential in the tragic event should the insured pass away unexpectedly. Often overlooked is the importance of protecting a stay-at-home parent with his or her own policy. This can be a big mistake. 

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Ideal Clients

  • Christian Faith Based
  • Gen Y/Millennials
  • Pastors
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly: $50+/mo
  • Hourly: $120/hr
  • AUM: 1%

SEC Records

States Registered

  • Minnesota

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