Financial Reports

Make Better Informed Decisions About Your Financial Future

At STRIDE Financial, we strive to keep our clients informed about the issues that could impact their quality of life in retirement. Through financial education, we believe you can make better informed decisions about your financial future.

By reading our financial reports, you’ll gain access to a wealth of information that can help guide you towards the retirement you’ve always envisioned.

Whether you want to learn how to help reduce your exposure to stock market risk or how fixed income investments can help you generate consistent and renewable streams of income for retirement, our financial reports are a great way to get started.

Investment Advisory Services

STRIDE Investments is a Registered Investment Advisory (RIA). As an RIA, STRIDE Investments has a fiduciary duty to always act in your best interests, and is compensated by working with you to guide and direct the management of your overall investment portfolio and financial plan, rather than earning commission on the sale of securities.

The RIA Model
As an RIA who has partnered with TD Ameritrade Institutional, we have the capability to not only offer any Stock, Bond, Mutual Fund, or Exchange-Traded Fund currently traded – we also have the analytic tools to help you to identify which, of the many suitable products, may actually be the best for your specific goals and objectives.

Why the RIA Model?
Although, there has been a recent call for broker-dealers to be bound by a fiduciary duty as well, there is currently no such standard. And though there are certainly many quality broker-dealers operating, it is estimated that a sizable portion of the revenue generated by broker-dealers is based on their commissions and transaction fees. While this is a legitimate business model, we feel that this type of relationship creates too much of a disincentive for these types of firms to adequately and consistently work toward their clients’ best interests.

Our Approach to Managing Risk
Simply stated, risk plays a role with any investment strategy. We believe that a sound financial investment philosophy, like any championship team, has to play offense as well as defense. With respect to investments, that means that your total portfolio should not only provide a solid rate of return, but should mitigate potential investment risk, such as…longevity, timing, withdrawal rate and market risk.

Retirement Planning

STRID(e) is an acronym for “Strategically Tailored Retirement Income Distribution”, a program developed by STRIDE Financial to meet the needs of retirement and pre-retirement-aged individuals and couples through the multi-faceted considerations around retirement planning and portfolio management.

Do you know how much annual income you will need in retirement, how much you can afford to withdraw from your assets for annual living expenses and the best ways to generate income from your assets?

Take our Retirement Readiness Quiz (10 questions) »

STRID(e) is a fully-integrated process developed by Chicago-based STRIDE Financial, a full-service financial services brokerage, designed to answer these and many other questions needed to ensure a successful, fulfilling, and meaningful retirement.

Additional Resources

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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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