Industry Partners

We are thrilled to partner with national leaders in the financial advisory space.
Our team works closely with these innovative companies to provide clients with the most up-to-date resources. Our Fiduciary Statement »

Leveraging innovation from industry partners.

Charles Schwab & Co., Inc. STRIDE Financial has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc.

STRIDE Financial provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will affect transactions for your account on our instruction. Retirement Income Source STRIDE Financial is an affiliate member of The Retirement Income Source, a national network of Income Specialists with the common goal of helping retirees and pre-retirees reduce their exposure to stock market risk, so they can use their retirement savings to establish ongoing streams of income for retirement. Learn more at National Social Security Association (NSSA) Our advisors are certified with the National Social Security Association (NSSA). The NSSA® Certificate Program is a nationally recognized standard of competent and ethical Social Security planning education and training. Professional advisors who earn the NSSA® Certificate benefit society by helping individuals and couples improve their financial security during retirement through maximization of their Social Security benefits.

Additional Resources

Everplans A leader in Estate Planning, Everplans is a complete archive of everything your loved ones will need if something should happen to you. The platform allows our clients to securely store wills, passwords, funeral wishes, and more in their own secure and shareable vault. Riskalyze Riskalyze is a financial technology company that provides software as a service to financial advisors. Riskalyze’s platform provides tools for analyzing investment risk, delivering 401 plans, and building and implementing investment portfolios.

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.
Signup for our newsletter to get updates information, news & insight.