I'm a fiduciary financial advisor with my main office location in Warrenville, IL. I have a partner at my Financial Advisory firm and we recently founded a Tax Planning firm as well. In additional to being a licensed financial advisor, I'm also a Certified Tax Specialist (CTS). We aim to help our clients with all aspects of their financial lives - investments, taxes, estate planning, insurance, education planning and more. We understand that not everyone has ALL of those needs but we do have the ability to provide recommendations on them if needed. I have a simple 3 step process when working with potential clients from WiserAdvisor. First, is a 5-10 minute introductory phone call. Second, is a 25-30 minute call/in person meeting where I'll go through my 8 or 9 questions and allow you to ask anything on your mind. Third, I will email you my Financial Planning Menu of Services which includes my transparent pricing so that you may go home and make an independent decision without me being in the room or on the phone.
SAI Financial Services is a comprehensive financial planning firm that has been in business since
1985. Jeff Scheithe, CFP and Michael Cirelli are the principal partners at SAI Financial Services
with a complete service team behind them to care for their clients needs.
Jeff and Michael are fiduciaries, which means we put the interests of our clients before our own.
Jeff has been a Certified Financial Planner for over 20 years and Michael has completed all of
his coursework for the CFP and plans to sit for the exam in early 2020.
SAI Financial Services is located in Warrenville, IL and we also have a second office location in
Wheaton, IL.
Jamice Humphrey
Client Service Associate
Jamice recently joined the SAI Financial team as a Client
Service Associate. She brings many years of experience in
the Finance and Client Services industry, along with a
strong background in Client Case Management. She has
completed her B.S. in Business Administration at Kaplan
University and is currently pursuing her MBA at Purdue
University Global.
Jamice strives to provide excellent service through
thorough Financial Reporting and by building strong and
successful client relationships. She is a people person
and is very passionate about going above and beyond to
help others.
Jaclyn Scheithe
Client Service/Marketing
Jaclyn recently joined the SAI Financial team as a Client
Service and Marketing Associate. Graduate of Northern
Illinois University with a Bachelors in Hospitality
Management, she is well-versed in customer service,
business operations, and event management. Jaclyn came
from a background in the corporate retail industry in
both buying and vendor management and is bringing her
account management experience to SAI Financial Services.
She is passionate about building relationships with
clients, executing events, and continuing her growth in
the financial industry.
Catherine Collins
Receptionist
Catherine has been the face of SAI Financial Services
since 2014. In addition to scheduling and confirming
appointments, she assists with event planning, marketing,
and promotional design. Catherine prides herself on her
ability to make clients feel at home and well taken care
of when they visit our office. She will always be here to
greet you with a warm smile and her infectious
enthusiasm.
With a Bachelors degree in Business Administration,
Catherine delivers a high quality of customer service.
Her bubbly personality and efficient prioritization of
client needs makes her a notable asset to our office.
Fiona Anderson
Office Manager
General Information |
| Firm Start Year: | 1985 | |
| No. of Employees: | 5-9 | |
| Insurance License#: | 17887590 |
| Name of Broker/Dealer: | Osaic Wealth |
| Name of Custodial Firm: | Pershing LLC |
| States Licensed in: | AK, AL, AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, MI, MN, MO, NC, ND, NJ, NM, NV, NY, OH, PA, SC, SD, TX, UT, WA, WI, WY |
| Number of Years with Current Firm: | 8 |
| Work Experience: | I began trading in the equity markets full time in 2008. I then took my series 7 and series 66 exams in 2015 to become a fully licensed financial advisor. I'm an independent financial advisor which means I and my team are not beholden to any large bank or investment firm. We make decisions for our clients that are solely in their best interest. |
| Work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses |
| Advisory Services Provided: | Tax Advice and Services, Legal Advice and Services, Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning |
Services |
| Investment Types: | Mutual Funds, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Video Conference, Our Office, Phone, Email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability |
Firm Information |
| Firm's Number of Clients: | 135 |
| Firm's Number of Planning Clients: | 105 |
| Firm's Number of Managed Clients: | 95 |
| Assets Managed by Firm: | $170 Million |
| Advisor's Number of Clients: | 85 |
| Advisor's Number of Planning Clients: | 85 |
| Assets Managed by Advisor: | $200,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Flat Fee, Hourly, Based on Assets |
| Fee % Based on Assets: | 1% |
| Additional Details on Charges: | I email all potential clients a Financial Planning Menu of Services which will detail all of the services I make available to you and it gives you an exact dollar amount or annual percentage for working with me. Transparency is my number one priority. |
Education |
| Bachelors in Economics | Illinois State University - |
FAQs |
Do you have a customer satisfaction or refund policy?If a customer is ever dissatisfied with our work or services they have the ability to cancel payment at any given time. |
What services do you provide? What are your specialties?Comprehensive Financial Planning. Cash flow analysis, net worth calculations, retirement planning, goal-based investing, insurance analysis and estate planning - to name a few. |
What financial institution(s) do you represent?We are independent financial planners meaning we are not beholden to any one financial institution. We are beholden to our clients and their needs only. |
Disclaimer |
| Michael Cirelli is an Investment Advisory Representative offering Securities and Advisory Services through Osaic Wealth, Member FINRA ,/SIPC and a Registered Investment Advisor. Insurance services offered through SAI Financial Services, Inc. and Advisor Edge Financial Group Ltd. are not affiliated with Osaic Wealth. SAI Tax Solutions LLC is not affiliated with Oasic Wealth. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
| Mon. | 8:30 AM - 6:00 PM |
| Tue. | 8:30 AM - 6:00 PM |
| Wed. | 8:30 AM - 6:00 PM |
| Thu. | 8:30 AM - 6:00 PM |
| Fri. | 8:30 AM - 5:00 PM |
| Sat. | 9:00 AM - 2:00 PM |
| AK, AL, AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, MI, MN, MO, NC, ND, NJ, NM, NV, NY, OH, PA, SC, SD, TX, UT, WA, WI, WY |
| Check | Visa |
| MasterCard | |
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