Tony Escobar

Financial Advisor

State(s) Licensed: CA Insurance Lic. #4042390, CO, FL, GA, IA, IL, IN, KY, NY, OH, OK, TN, TX, WA

Phone: 309-431-1496

Address:

120 W. Jefferson St STE 14
Morton, IL 61550

State(s) Licensed: CA Insurance Lic. #4042390, CO, FL, GA, IA, IL, IN, KY, NY, OH, OK, TN, TX, WA

Financial planning for fulfillment, not just retirement

I help create financial plans for people who want to achieve economic independence on their own terms...

People who may not resonate with the traditional concept of “retirement” or even the timeline that comes with it...

People with big ideas and an entrepreneurial vision for life...

People who are mission driven and faith forward...

People who want to add value to the world and live a significant life.

My approach to financial planning is focused on helping people like you achieve financial fulfillment, not just get to retirement.

A plan for financial fulfillment helps you focus towards two outcomes:

Satisfying your independent income need.
Living within your soul purpose.

I do this with...

Business owners
Solopreneurs and self-employed professionals
Real estate professionals and investors
Impact-minded professionals

You can learn more about our advice process on my Solutions page.

Ready to talk? Schedule a 30 Minute Consultation

Where are you located?

I work remotely with clients throughout the country. My practice started in Chicago, where I still maintain a major client hub. I now live in the Peoria, IL area where I keep a local office.

Do you help clients with traditional retirement planning?

Yes, I have people on my team who are glad to help with classic retirement planning!

How much does it cost to work with you? How do you get paid?

For formal financial planning, I have a simple fee menu based on the complexity of your planning needs. For investment or insurance products, I typically get paid a commission to initiate and service that product. Review our Client Relationship Summary document for more information.

Are you a fiduciary?

Refer to our Regulation Best Interest Disclosure document for more information.

Ready to Connect?

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Location

Morton Office

Morton Office

Phone:: 309-431-1496
Mobile:: 773-377-8174

Hours

M – F: 9 a.m. – 5 p.m.

Address

120 W. Jefferson St STE 14
Morton, IL 61550