Illuminate Wealth Management
What is enough?
We understand that so often today's culture tells us we should constantly be striving for more. More income, more savings, more. But when is it time to jump off the treadmill and begin enjoying those things for which you've worked so hard?
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.
A few of the areas where we can help:
Retirement Planning
Personalized Investment Portfolios
High Net Worth Investing
Strategic Tax Planning
Insurance Review
Social Security Optimization
Life & Career Milestone Navigation
Estate Planning
What to Expect from Your Illuminate Experience
- Financial Planning on your schedule - Work with us virtually from anywhere or in person in the Chicago area.
- Complete, experienced advice - Nearly every life choice has a financial impact. Our clients rely on us to anticipate possible outcomes, and present them with creative solutions.
- A team invested in your success - We care about not only your financial success but are honored by the opportunity be by your side to celebrate your personal achievements as well.
Trust & Independence
Certified Financial Planner
In addition to earning the highest credential in the industry, Ben Hockema has received the Five Star Wealth Manager Award 9 years straight.
Fee Only
We take zero commissions, so you can be sure of our independence.
Fiduciary Standard of Responsibility
Certainty that every recommendation we make will be in your best interest.
Find out if we're a good fit
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