
Schedule an Appointment Online with Jeff
As President and CEO of SAI Financial Services, Inc., Jeff specializes in...
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.
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.*
* Source: http://www.ilsecurechoice.com/
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.
We offer transactional and fee based investment management, design and maintenance of a personalized portfolio, asset allocation, positioning, and ongoing due diligence of investments.
We help generate forward-thinking income strategies that include an analysis of your current and future income needs.