Clients Only

Welcome to the STRIDE Financial Secure Portal

The STRIDE Financial website contains confidential information which is proprietary to STRIDE Financial and STRIDE Investments (“STRIDE”). STRIDE Financial provides access to our proprietary portal only after a client has signed a Client Portal Agreement with one of our licensed advisors. Access or use of any part of this website or any information contained herein, in any form, is limited to licensed STRIDE advisors only and is governed by specific license agreement provisions. Any other access, use or unauthorized disclosure is strictly prohibited.

Technical Assistance
If you require technical assistance, please contact our Client Service team at
(312) 767-9059 or

Everplans – client only access
A leader in Estate Planning solutions, Everplans is a complete archive of everything your loved ones will need should something happen to you. The platform allows our clients to securely store wills, passwords, funeral wishes, and more in their own secure and shareable vault.

Step-by-Step Instructions for the STRIDE Financial Secure Client Portal

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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