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.
|Firm Start Year:||1985|
|Name of Broker/Dealer:||Woodbury Financial Services|
|Name of Custodial Firm:||Pershing LLC|
|States Licensed in:||AZ, FL, GA, IA, IL, IN, OR, PA, TX, WI|
|Number of Years with Current Firm:||6|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Health, Life, Long Term Care, Variable Annuity, Variable Life, Disability|
|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|
Compensation and Fees
|Fee Structure:||Fee-Based (Fee and Commissions)|
|Compensation Methods:||Based on Assets, Flat Fee, Hourly|
|Fee % Based on Assets:||1%|
|Additional Details on Charges:||Fees may vary based on account sizes but they will always be transparent to the client|
|Bachelors in Economics||
Illinois State University
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC FINRA, SIPC and Registered Investment Advisor. Insurance services offered through SAI Financial which is not affiliated with Woodbury Financial Services, Inc. Service offered only where licensed to do business.
|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|