SAI Financial Services

With over 32 years of experience, Thomas Theodore, is a financial counselor in the Chicago area. He has taken his talents to service the following: comprehensive financial planning, retirement planning, and rollover planning. Please feel free to call and get an appointment set up at your earliest convenience. It's important to get a head start on saving for retirement right now. Call to get your future and your retirement plans in place now.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jacob Schatz is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Naperville, IL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

You have accumulated significant resources, you have a wide variety of options available, and the choices you make can significantly affect your lifestyle and the legacy you leave behind. Millington Financial Advisors has the experience, expertise and tools necessary to implement a holistic plan to efficiently and effectively leverage your resources to achieve your goals. High Net Worth Client Services include: building and maintaining personal financial statements, portfolio construction and reporting, tax planning and preparation, risk management and legacy planning. Investment Management services include: stocks, bonds, alternative investments and insurance. Financial Planning services include: retirement planning, tax planning and preparation and estate and insurance planning.