wiseradvisor

Michael Cirelli
SAI Financial Services

Tel: (630) 615-8289
27575 Ferry Road
Suite 100
Warrenville, IL 60555

About SAI Financial Services

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.


General Information

Firm Start Year:   1985
No.of Employees:   5-9
Insurance License#:   17887590
Name of Custodial Firm:   Pershing LLC
States Licensed in:   AZ, FL, GA, IA, IL, IN, OR, PA, TX, WI, CA, MI, NY
Number of Years with Current Firm:   7
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses


Services

Investment Types:   Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, At my office, Via email, At your office, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care, Variable Annuity, Life, Health, Annuity, Disability, Variable Life


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:   112
Assets Managed by Advisor:   $175,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Flat Fee, Based on Assets, Hourly
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
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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.
  • How do you charge for your services? We give our clients options for how they prefer to pay for our services: -Percentage of assets that we manage for you -Monthly/Quarterly financial planning fees -Hourly fees for one-off projects
  • Why should I choose you as my financial advisor? We're passionate about what we do and our goal is to educate. We don't believe that anyone should blindly follow a plan. Instead, we want our clients to understand the strategy and the necessary steps that must be taken in order to accomplish their goals. We free you up to do more of what you love; spend time with family, enjoy your hobbies and rest assured that your financial plan is being watched with utmost care.
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Disclaimer

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.

Michael Cirelli

Michael Cirelli

76784

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. We want 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 pricing so that you may go home and make an independent decision without me being in the room or on the phone.

My Team

Jamice Humphrey
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 rel ...more

Jaclyn Scheithe
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 w ...more

Catherine Collins
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 ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 2:00 PM

Compensation Arrangements

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