Circle Club

Welcome to the Circle Club


A circle represents wholeness and inclusion.

WE’RE EXPANDING OUR CIRCLE - one connection at a time!

A circle is a very powerful metaphor that reflects a few of the key principles we were founded on.

Years ago, we created the Circle Club Referral Program as a formal process to connect like-minded folks who are interested in lifelong learning on financial literacy. One of the core tenets of our firm is to provide education and financial literacy to clients and the general public. It is our mission and our passion!

Our advisors and entire team are teachers at heart and pride ourselves on all aspects of developing financial literacy – every step of the way.

Do you know of a friend, colleague or family member who would benefit from gaining access to the financial planning services we provide?

Circle Club members enjoy a number of popular benefits including:

  • A complimentary 15 minute meeting with one of our financial advisors

  • Free subscription to our Market Commentaries and Newsletters 

  • 24-7 access to a variety of financial-planning software solutions

  • Invitations to public education series events, webinars, and client-only events 

  • Service day volunteer opportunities with local Chicagoland charities

  • And much more!


Please provide your contact’s name and email address below. We will add them to our database so they may receive our Market Commentaries, Newsletters, On-Demand Webinar information and invitations to client-only events. We will keep this contact information private.

Friend's Name(Required)

Schedule A Complimentary Consultation

Virtual Meetings Available

STRIDE Financial is a full-service financial firm dedicated to helping those in the Chicago, Illinois area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

Copyright © 2024 STRIDE Financial. All Rights Reserved. STRIDE Financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products for families and businesses - including retirement planning, college planning, estate planning, business planning, life insurance; annuities; health insurance; property and casualty insurance; long term care insurance; disability insurance; and investment advisory services. This presentation is for informational purposes only and is not intended to be a solicitation, offering, or recommendation of any security. Although this presentation may include investment-related information or opinions from its presenters, you should not consider anything you find in this presentation to be a recommendation that you buy, sell, hold or otherwise invest in an individual security, or any other investment or asset. This presentation does not intend to provide investment, tax, or legal advice. Investment Advisory services are offered by STRIDE Investments, LLC. Additionally, STRIDE Investments does not represent that any securities, products or services discussed in this presentation are suitable or appropriate for all investors.  A franchise of The Retirement Income Source.
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