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2017 Tax Summary
What Is Your Risk Exposure To Bad Investments- Quiz
Social Security Online
U.S. Government Accountability Office
Congressional Budget Office
Congressional Budget Office – Director’s Blog
Center on Budget and Policy Priorities
IBD Editorials
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Strategies for Financial Independence

To schedule a time to discuss your financial future, contact us at info@monolithfinancial.com or call us at (916) 367-6430 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

Access Our
Retirement Kit


Request our Retirement Kit that addresses several topics you should consider when planning your retirement.
  • Monolith Financial Group is an independent advisory firm that specializes in building a lasting, trusting relationship with every client we serve.

    CUSTOM FIT SOLUTIONS

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    Privacy Policy | Terms
    Investment advice offered through JCG Investments, LLC. (JCG), an independent registered investment advisory firm. Securities transactions for JCG are placed through TDAmeritrade, Fidelity, and Trust Company of America. Insurance and Annuity products are offered through Monolith Financial Group, Inc. Licensed California Insurance Agent #0777322.

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.