Business Details
46 Years
experience
Your Trusted Partner for Financial Planning Solutions
SAI Financial Services, Inc. has been dedicated to providing holistic financial planning solutions since 1980. Founded by Jeffrey S. Scheithe, our firm combines decades of industry experience with cutting-edge technology to deliver customized investment strategies tailored to individual client needs. Our team of certified professionals prioritizes client relationships, conducting thorough assessments of financial goals, risk tolerance, and life circumstances before developing personalized plans. We maintain a client-first philosophy while leveraging access to a comprehensive suite of investment products and third-party resources.Our advisors commit to ongoing portfolio management, tax planning, and retirement strategy development, adapting plans as clients' lives evolve. With a focus on transparency and education, we empower clients to achieve financial independence through disciplined investment approaches and risk mitigation strategies. Our heritage of excellence spans multiple generations of clients, reflecting our ability to maintain long-term relationships while consistently delivering value-added services.
Services
Financial Planning
Investment Management
Retirement Guidance
Insurance Services
Tax Planning
Wealth Management
Estate Planning
Asset Allocation
Portfolio Management
Long-Term Care Insurance
Details
- Year established: 1980
Highlights and features
- We offer 45+ years of combined experience in financial planning and investment management
- Our advisors hold prestigious certifications including CFP, CFS, and CTS designations
- We provide personalized portfolio management with ongoing due diligence
- Our client-first approach emphasizes transparent communication and education
- We maintain strategic partnerships with leading financial service providers
Associations and certifications
- FINRA
- SIPC
What people say
Competent, knowledgeable, professional
Value added feedback
Trusted judgment
Personalized attention
Long-term partnership
Services
Financial Planning
Our comprehensive financial planning service creates customized strategies addressing asset protection, preservation, and growth. We analyze clients' financial situations, risk tolerance, and life goals to develop actionable plans that evolve with changing circumstances. Our approach integrates tax considerations, estate planning, and retirement objectives to provide holistic wealth management solutions.
Investment Management
We offer tailored investment management solutions featuring portfolio design, asset allocation, and ongoing performance monitoring. Our disciplined approach combines strategic positioning with regular due diligence to optimize returns while managing risk. Clients receive personalized portfolio reports and market analysis to maintain transparency and alignment with financial goals.
Retirement Guidance
Our retirement planning service develops income strategies that address current and future financial needs. We analyze clients' existing assets, projected expenses, and lifestyle goals to create sustainable withdrawal plans. The service includes Social Security optimization, pension analysis, and estate transfer strategies to ensure long-term financial security.
Insurance Services
We provide comprehensive insurance solutions including life, disability, and long-term care coverage. Our advisors review existing policies for gaps in protection and recommend appropriate coverage to safeguard assets. The service emphasizes risk mitigation strategies that integrate with overall financial plans to protect against unexpected life events.
Tax Planning
Our tax planning service identifies opportunities for tax reduction through strategic investment positioning and financial planning. We collaborate with tax professionals to analyze returns, implement tax-efficient investment strategies, and incorporate legislative changes into financial plans. The goal is to minimize tax liabilities while maximizing long-term wealth accumulation.
People
Jeffrey S. Scheithe
President and CEO
Certified Financial Planner with over 40 years of experience in financial services. Specializes in creating customized investment strategies and retirement plans. Holds CFP, CFS, and CTS designations. Focuses on building long-term client relationships through personalized financial guidance.
Michael Cirelli
Financial Planner, Managing Partner
Certified Tax Specialist with expertise in financial planning and investment management. Helps clients develop comprehensive wealth strategies. Combines technical knowledge with personalized service to address complex financial situations and achieve client objectives.
Jaclyn Cirelli
HR Coordinator, Client Service Associate
Bachelor's degree in Hospitality Management with business minor. Manages human resources operations and client services. Brings organizational expertise to support client-facing teams and maintain efficient business operations.
Fiona Anderson
Relationship Manager, Client Service Associate
Former corporate learning specialist with international experience. Focuses on client relationship management and service delivery. Applies organizational development skills to enhance client communication and satisfaction processes.
Rachel Tobolski
Operations Manager, Client Service Associate
Psychology graduate with passion for client assistance. Oversees operational processes and client service initiatives. Ensures smooth implementation of financial plans and maintains client communication channels.
Questions
What financial services do you specialize in?
We specialize in financial planning, investment management, retirement guidance, insurance solutions, and tax planning strategies tailored to individual client needs.
How are your financial plans customized?
We create personalized strategies through comprehensive assessments of your financial goals, risk tolerance, and life circumstances during initial consultations.
Do you work with out-of-state clients?
Yes, we serve clients in 46 states through virtual meetings and digital document management systems while maintaining regulatory compliance.
How often do you review investment portfolios?
We conduct quarterly portfolio reviews and provide ongoing monitoring with regular performance updates and strategy adjustments as needed.
What makes your firm different?
Our client-first approach combines decades of experience, certified professionals, and technology-driven solutions with personalized service and transparent communication.
How can I schedule a consultation?
Contact us via phone at 630-221-1112 or through our website to schedule a 20-minute discovery call with our advisors.
Reviews (2)
Larry Glaser
Dec 22, 2020
Report
Positive:Professionalism,Responsiveness
Jeffrey and Michael are both very knowledable, open and straightforward in there dealings with us. I trust their judgement, but the never assume anything. I recommended them to my kids, and I recommend them to others as well
Jeffrey and Michael are both very knowledable, open and straightforward in there dealings with us. I trust their judgement, but the never assume anything. I recommended them to my kids, and I recommend them to others as well
Matthew Burgos
Nov 01, 2019
Report
I started working with Mike and his team in November of 2018. Having little to no financial strategy, I was looking for someone to be my coach and help plan for my familys future. In the last 7 months Mike has provided value added feedback to our finances and has helped put us on the right plan to financial independence. Everyone at the office is extremely welcoming and they are always a call or text away. Im not a millionaire, but I sure do feel like one when I come in the office. Couldnt recommend their services enough if youre struggling with financial strategy and planning.
