• Ben Hockema: Revolutionizing Financial Planning for Diverse Clients

  • Jul 8 2024
  • Duración: 23 m
  • Podcast

Ben Hockema: Revolutionizing Financial Planning for Diverse Clients Por arte de portada

Ben Hockema: Revolutionizing Financial Planning for Diverse Clients

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  • Ben Hockema, the WSJ and NYT-featured founder of Illuminate Wealth Management, is passionate about sharing his expertise with anyone serious about making better financial decisions. He works with couples and families 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 their clients can gain clarity and develop a path that is unique to their own goals, hopes and dreams. Listen to this informative Legacy Leaders episode with Ben Hockema about financial planning for diverse clients. Here is what to expect on this week’s show: ● Ben stresses the importance of getting to know clients on a deeper level, fostering trust and vulnerability in the financial planning process. ● For younger clients, the emphasis is on cultivating healthy financial habits such as saving and managing expenses rather than solely focusing on investments. ● Ben explains, Illuminate Wealth Management offers a diverse range of investment options tailored to individual needs, ensuring that portfolios align with clients' risk tolerance and financial objectives. Connect with Ben: Website: https://www.illuminatewm.com/ With your Hosts: Stan Miller Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April. Connect with Stan Miller: Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1 LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ Katie Beth Hand Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations. Connect with Katie Beth Hand: Website: https://pinnaclelegacylaw.com/ LinkedIn: https://www.linkedin.com/in/katie-beth-hand/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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