Serving Business Owners as Their Trusted Financial Partner
At Sites Retirement Solutions, we specialize in working with small business owners and professionals as we understand they are in a unique position. Often, business owners are so focused on their business and their employees that they postpone their own personal financial strategies, from their retirement to their exit plan.
Our founder, Frank Sites, witnessed firsthand the ramifications of this when his father, a business owner, died suddenly without a succession plan in place. When Frank transitioned into the financial services industry after a career in insurance, he founded his own independent firm with the goal of serving business owners’ unique needs without any compromises or conflicts of interest.
Today, several decades later, our mission remains the same: to serve our clients objectively as a key financial partner, guiding them through the maze of business and retirement planning. As a Chartered Life Underwriter®, Frank is committed to upholding the CLU® creed when serving his clients:
“In all my professional relationships, I pledge myself to the following rule of ethical conduct: I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.”
By maintaining a high level of ethics and objectivity, our goal is for clients to trust us to provide personalized advice and recommendations. We enjoy building long-lasting relationships with clients that span generations. Located in Santa Rosa, California, we work closely with clients in the greater Sonoma County area, but also serve clients in multiple other states.