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Tony Escobar

Advisor Image
Tony Escobar
Financial Advisor
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Part of the Exponent Group practice
Tax Efficient Planning
Retirement Planning
Business Owners
Helping People with Money
Helping People with Money
Getting your finances in order isn’t always easy or clear. That’s why I’m here to provide the expertise and support you need. Whether you’re just starting out or preparing for a meaningful retirement, you deserve personalized financial guidance driven by what’s important to you. Together, we’ll assess your financial picture and explore how you can achieve your goals.
About Me

My Thrivent story began a couple years after the Great Recession.


I was in a leadership role at a fulfilling non-profit ministry. But the recession was decimating ministries and non-profits. And our young family was stuck financially.


I began to wonder - Should God's work really be hindered by a human economy? And could I do something about this?


There was a donor that I interacted with a lot in those days. He owned a business and it was his mission to support our work.


“Why can’t I be like that guy?” I thought. I was always “entrepreneurial” and business minded. Maybe the solution for me was to go into business.


Although I had no formal business background, I had the drive and the vision. So I jumped.


And after some failure and a few stops and starts, I found clarity in myself and the business I now run within Thrivent.


Turns out that my real opportunity wasn’t how I could just be like that guy, but how I could help others be like that guy.


In fact, my mission is to help 5,000 people be like that guy.


Because I believe the solution is for there to be more mission minded people who are living generously and launching high impact, problem solving ideas and businesses in the world.

More About Me
More About Me
  • I've been with Thrivent since 2014. I wouldn't do this kind of work anywhere else!
  • Chicago is my hometown, but we currently live in Morton, IL.
  • I love my wife and I'm grateful for these fun years with our kids.
  • We attend Grace Church.
  • Why is my mission to help 5,000 people? Because Jesus once told his students to do the same.
  • I'll always say yes to: chess, brisket, pick up hoops, salsa dancing, family road trips, a new houseplant, and flower shirts.
My qualifications
  • Series 7 - General Securities Representative
My state licenses
  • California(Insurance Lic. #4042390)
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • New York
  • Ohio
  • Oklahoma
  • Tennessee
  • Texas
  • Utah

Insights

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When you're focused on running your company, retirement can feel like a distant concern. But your business exit isn't just a transaction. It's a major life milestone that impacts your legacy, your finances and your next chapter. Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have. If you're thinking about your transition strategy, let's connect and walk through your options-step by step. See thrivent.com/social for important disclosures.
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What happens to your business if something happens to you? You may already have life insurance to protect your family, but did you know it can also help protect your business? Key person coverage and buy-sell agreements funded by life insurance can safeguard your company, your team and your loved ones if the unexpected happens. Learn more about the types of life insurance available to business owners: https://bit.ly/3VhasoK
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Your business might be your biggest asset-but it shouldn't be your only one. Personal and business finances often overlap, but relying solely on the sale of your business to fund your future can be risky. As a small business owner, you should consider: ✅ Contributing to a tax-advantaged retirement account ✅ Diversifying your investments beyond the business ✅ Aligning your personal and business financial goals ✅ Working with a financial advisor to address liquidity and liability Ready to get started? Let's create your retirement strategy together. See thrivent.com/social for important disclosures.
Office location
Morton Location
120 W. Jefferson St STE 14
Morton, IL 61550
Phone309-431-1496Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations