SAI Financial Services, Inc., founded in 1980 by Jeffrey S Scheithe, is built on the foundation of providing individuals, families and business owners with holistic financial plans through all life stages.
We believe customized investment strategies, utilizing the newest tools and technology, are the best way to build confidence in your future and allow for smarter investing.
We strive to empower clients to achieve greater financial independence and to better understand the markets and their portfolios.
At SAI Financial Services, Inc., our advisors bring a combined three decades of experience to helping individuals and businesses build, protect, and preserve their wealth. We draw on this heritage of excellence to provide relevant perspective when counseling investors on their financial planning needs. Our advisors start by asking the right questions, and only after gaining a true understanding of your needs, do they begin to offer tailored recommendations.
We believe your goals, business commitments, and family situation deserve unique strategies that are customized to you and adaptable to change. When your life evolves, so will your plan. As your financial partner, our advisors commit to helping you identify, and then achieve, your most cherished financial and life goals.
Since our inception, we have preserved the same principles upon which we were founded, and our “client first” philosophy affirms our dedication to helping you meet your financial goals. We are large enough to access a broad array of investment solutions while delivering the personalized attention our foundation has been built on. By implementing customized strategies and the latest advances in tech, our clients always know where they are, where they’re headed, and how financial planning can help them get there.