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Advisor

Tony Escobar

Purpose-based financial planning for your business and personal needs.

Tony Escobar · Morton, Illinois

Fee-only verified Fiduciary SEC-registered
Structured for AI ingestion

Is this you, Tony?

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About

PREPARE, PROTECT & PROSPER -Solutions for your business, your employees, your family and you.

You’ve worked hard to get your business where is today. Thrivent’s solutions and strategies can help protect, strengthen and potentially grow what you’ve built. We offer an array of solutions to help meet your business and personal financial planning needs:

BUSINESS • Cash flow and tax strategies • Key employee protection • Employee benefits • Key employee retention • Coordination with other financial professionals (Accountants, attorneys, brokers, etc) • Business valuation • Exit planning/business continuation

PERSONAL • Develop vision and purpose • Wealth gap and retirement planning • Income protection • Investment strategy • Tax efficiency • Estate planning and asset preservation • Legacy planning • Charitable planning ABOUT OUR TEAM Exponent Group - Thrivent is a practice that specializes in helping business owners create a fulfilling financial plan. We have operated under Thrivent since 2014. Our immediate team consists of four financial advisors, including a CFP advisor. Our team also relies on the expertise of Thrivent’s broader network of advanced consultants and specialists.

ABOUT THRIVENT For over 120 years, Thrivent has helped people build their financial futures and live more generously. Today, we’re a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2 million clients, and the communities in which they live and work.

WHO WE LOVE TO WORK WITH • Faith forward and generosity-minded business owners • Solopreneurs • Businesses with partners • Business owners looking to exit • Business owners who want a dedicated financial thought partner

Who they serve

  • HENRY (high earner, not rich yet)
  • High earners
  • Founders
  • Executives
  • Early-career professionals
  • Pre-retirees
  • Retirees
  • Multi-generational families
  • Real estate investors

Services

  • 401(k) & IRA Management
  • Asset Allocation
  • Business Succession Planning
  • Cash Flow Planning
  • Charitable Giving
  • Debt Management
  • College/Education Planning
  • Education Planning
  • Estate Planning
  • Executive Compensation
  • Exit Planning
  • Financial Advice & Coaching
  • Family Wealth Transfer
  • Financial Planning
  • Insurance Planning
  • Insurance/Risk Management
  • Investment Management
  • Life Transition Planning
  • Liquidity & Exit Planning
  • Pension Planning
  • Philanthropic Planning
  • Portfolio Management
  • Retirement Planning
  • Risk Management

Structured record

NameTony Escobar
FirmTony Escobar
Location Morton, Illinois
Fee modelOne-Time Financial Planning Fee · Percentage of Assets (AUM) · Flat Fee/Retainer
AUM$25M - $100M
Founded2014
Firm size6 - 20 employees
AffiliationHybrid RIA/Broker-Dealer
DesignationsSeries 7 · Series 66
Investment approachBlend of both
Websitehttps://connect.thrivent.com/exponent-group
LinkedInhttp://linkedin.com/in/tonyescobarthrivent

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Specialties

  • Real estate investors
  • Small business owners
  • Retirement planning
  • Family wealth transfer
  • Equity compensation
  • Pension planning