Ben Hockema, CFP®
Taking clients from confusion to calming clarity.
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Illuminate Wealth Management
Ben Hockema, CFP®
Barrington, IL
Serving Clients Nationwide
Taking clients from confusion to calming clarity.
Areas of Focus
- Cash Flow
- Compensation Planning
- Education Funding
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Family and Money
- Financial Life Planning
- High Net Worth
- Inherited Wealth
- Investment Management
- Money Psychology
- Owning a Business
- Retirement Planning
- Saving
- Socially Responsible Investing
- Taxes
About Me
Hi, I'm Ben Hockema. The financial industry is a harsh place. The stakes are high, and the fees are collected from the little guy’s life savings. Finding an advisor who is genuinely invested in their client’s well-being can be daunting.Financial planning clients should expect more value from their advisors; value that is received regardless of whether the markets are up or down. A planner should be an empathetic ally that offers creative, custom solutions for every financial question.
Clients deserve regular guidance and support, not just an annual check-in; the kind that transforms confusion and stress into calm confidence.
I left a comfortable position at a traditional financial firm to found Illuminate Wealth Management and serve clients better. The people I serve become like family, and I wanted to take care of them like family.
At Illuminate, we take the time to know our clients and ask the right questions. We stay curious and diligent as we endeavor to move past, “the way it’s always been done.” Most of all, we are by our clients’ sides, guiding and encouraging, though all of life’s milestones.
Affiliations
-
CFP Board
- XY Planning Network
Primary Location
777 Lake Zurich Road, Suite #125C Barrington, IL 60010
Additional Locations
📍 777 Lake Zurich Road, Suite #125C Barrington, IL 60010
📍 939 W North Ave, Suite 750 Chicago, IL 60642
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
Offers Investment Management
Yes
Offers Tax Preparation
Yes
About our Firm
We've been there, for the past 15 years, helping our clients go from uncertainty to the calming clarity that comes with knowing they are on track financially to achieve their most cherished goals; doing our best to ensure that our clients know what enough means for them.Whether you're looking for full wealth planning, investment management only, or just a quick check-in to make sure you're on the right path for enough, we have a level of service that's just right for you.
Hobbies and Interests
- Cooking
- Family
- Golf
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Airline Pilots
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Engineers
- Gen X
- Government Employees
- Healthcare Professionals
- Living in Retirement
- Military
- Parents
- Technology Professionals
- Veterans
- Widow
- Young Families
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