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Strategies for Financial Independence

It is important to feel you have control over your future. At Monolith Financial, we offer our experience and knowledge to help you design your own strategy for financial independence.

Contact us today to schedule a no-obligation, introductory meeting! Call us at (916) 367-6430 or connect with us online at info@monolithfinancial.com.

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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.


Contact Us Today!

Local: (916) 367-6430

Toll Free: (800) 248-9122

Fax: (916) 357-9797

Email: info@monolithfinancial.com

Granite Bay:
6806 Fallsbrook Court
Ste. #1
Granite Bay, CA 95746



Lincoln:
985 Sun City Lane
Ste. 103
Lincoln, CA 95648

Monolith Financial Group is an independent advisory firm that specializes in building a lasting, trusting relationship with every client we serve.

CUSTOM FIT SOLUTIONS

PERSONAL SERVICES

unique financial approach
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.