Welcome to the Circle Club
THE POWER OF A CIRCLE
A circle represents wholeness and inclusion.
WE’RE EXPANDING OUR CIRCLE - one connection at a time!
A circle is a 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!
YES! I WOULD LIKE TO NOMINATE SOMEONE TO JOIN THE CIRCLE CLUB.
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.