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 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|
|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'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|
|Registered Investment Advisor:||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
|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.|
|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.
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.
|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|