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Let's Add a Power to Your Planning

People with a big vision for life need a different approach to their financial strategy.

The average approach often focuses so much on just getting people to retirement.

But if you want to build a significant life that you don't have to retire from, you might need a more powerful plan than that.


Our team offers to be that power.


We'll help you create the plan you need for the life you want.

 


SCHEDULE AN APPOINTMENT

Exponent Group is ready to help you!

No more feeling disorganized and anxious about your finances.


No more winging it and hoping that you'll get it right.


No more settling for status quo advice.


SCHEDULE A CONSULTATION

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Here's how our EXPONENT process works


1 CONNECT

We'll meet to learn about the kind of help you're looking for



2 GATHER

We'll collect your financial information and draft your plan



3 MEET

We'll discuss and deliver your plan



4 ASSESS

We'll evaluate our experience together and decide your next steps


SCHEDULE YOUR CONNECT MEETING

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We're the advisors who think like you do

Finances can be complicated.

And finding the right kind of advice can feel impossible.

We help clients across the country create powerful financial plans to achieve their biggest visions for life.

Let's create yours!


SCHEDULE AN APPOINTMENT

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Location

Morton Office

Phone:
309-431-1496

Hours

M – F: 9 a.m. – 5 p.m.