Welcome to SAI Financial

At SAI Financial Services, we understand how overwhelming it can be to navigate the world of financial planning and investing.  Without trusted guidance and easy to understand advice, it's hard to feel confident in your financial future.  We seek to address these concerns by serving as a trusted resource.

As a premier independent Financial Services Company, we focus on creating customized strategies built on unbiased advice. Our process begins by working with each individual client in an organized and methodical manner.

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Our Services

Our services range from Financial Planning, to Investment Management. No matter what, our focus is always on you and your needs.

 

Financial Planning

We lead with solutions, not products. Through our comprehensive approach to financial planning, our goal is simple: to help you protect, preserve, and promote the growth of your assets.

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Investment Management

We offer transactional and fee based investment management, design and maintenance of a personalized portfolio, asset allocation, positioning, and ongoing due diligence of investments.

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Retirement Guidance

We help generate forward-thinking income strategies that include an analysis of your current and future income needs.

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Our Team

Jamice Humphrey | Service Associate | SAI Financial Services
Client Service Associate

Jamice is a Client Service Associate for SAI Financial Services. She relies on her years of past experience in finance...

Jaclyn Cirelli | Marketing Associate | SAI Financial Services
Client Service/Marketing Associate

Jaclyn is the Office Manager at SAI Financial Services in addition to a Client Service and Marketing Associate. Graduate...

Fiona Anderson | Service Associate | SAI Financial Services
Client Service Associate

Fiona is a Client Service Associate for SAI Financial Services. Originally from South Africa, she relies on her...

What the Experts Have to Say

“Financial freedom is available to those who learn about it and work for it.”
Robert T. Kiyosaki

“A goal without a plan is just a wish.”
Antoine de Saint-Exuper

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