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It can be difficult to make financial decisions without access to information.

We’re committed to helping you make informed decisions about your financial future.

Monolith Financial Workshops

At Monolith Financial, we hold informational seminars and insurance sales presentations for our clients and the greater community that feature information on specific topics, such as Wealth Accumulation and Asset Protection. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar and insurance sales presentation.

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.

Our Calendar of Events

Sutter St. Steakhouse in Folsom
 
McCormick & Schmicks in Roseville  
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Monolith Financial Group is an independent advisory firm that specializes in building a lasting, trusting relationship with every client we serve.

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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 AgentĀ #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.