Services

At Sites Retirement Solutions, we believe a confident retirement is built with multiple tools. We offer a comprehensive suite of services to business owners and executives, including:

Retirement Planning

We believe that everyone needs a strategy in place for their future retirement, whether it’s five or twenty years in the future. We assist business owners with retirement strategies on both the business and personal sides. First, we can help clients review, implement, and manage 401(k) plans or IRAs for their business, determining an option that benefits both the employer and employees. Furthermore, we help clients plan for their personal retirement goals, including opportunities for creating a steady and consistent stream of income and insight on claiming Social Security.

Legacy Planning

Everyone wants to leave a legacy for their loved ones. A well-crafted estate plan is essential for ensuring your wishes are carried out in a tax-efficient manner. We help clients formalize their wishes and, if necessary, refer them to an attorney in our network who can assist with drafting wills.

Business Succession Planning

It’s important for a business owner to have a plan for exiting their business, whether it’s selling, going public, or transferring it to a family member. We can help clients formalize their succession objectives and future goals and create a comprehensive exit strategy that helps them ensure they have a plan for the unexpected, whether it’s a financial hardship or death. We can also offer advice on buy-sell agreements and can provide referrals to attorneys who can help determine the right type and draft the agreement.

Education Planning

A common concern among families is determining how they will pay for their children’s college expenses while still saving for retirement. We help clients calculate college costs, evaluate savings and funding options such as 529 Plans, and create a strategy tailored to their goals.

Investment Management

We offer portfolio reviews for clients who have already started investing, and we help those who are new to the world of investing. Our goal is to develop a portfolio that produces an appropriate diversification based on each client’s individual goals and risk tolerance.

Insurance

Protection is a critical element of any strategy. We can evaluate clients’ current insurance policies to determine if they adequately meet their needs. In developing a comprehensive financial strategy, we help clients address their insurance needs, including life, long-term care, and disability insurance. On the business side, we help clients determine affordable benefits packages for their employees.