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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SECURE CHOICE: Illinois's state-mandated retirement program

man using grinder

In Illinois, the Secure Choice Act became law in 2015, establishing the Illinois Secure Choice Retirement Savings Program (Secure Choice).  By November 1, 2023, Secure Choice will require businesses with five or more employees to participate in the Secure Choice program, unless they offer a retirement plan.*


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* Source: http://www.ilsecurechoice.com/

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

Jaclyn Cirelli | Marketing Associate | SAI Financial Services

Jaclyn Cirelli, FPQP®

HR Coordinator, Client Service Associate

Jaclyn has a bachelor’s degree from Northern Illinois University in Hospitality Management
and minor in Business...

Fiona Anderson | Service Associate | SAI Financial Services

Fiona Anderson, FPQP®

Operations Manager, Client Service Manager

Originally from South Africa, she relies on her experience in corporate learning and development, organizational...

Rachel Tobolski

Client Service Associate

Rachel has a bachelor’s degree from the University of Oklahoma in Psychology and is passionate about helping people. She...

Charles Mowery

Client Service Associate

Charlie has recently graduated from the University of Illinois with a bachelor’s degree in Financial Planning and a...

Susie Piatt

Social Media Marketing Coordinator

Susie specializes in social media, marketing, and website management for SAI Financial. Susie has been with our company...

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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