Dream Big. Live Confidently.
At Monolith Financial Group, we believe retirement should be a DREAM!
Dream Big. Live Confidently.
At Monolith Financial Group, we believe retirement should be a DREAM!
We created our DREAM Map planning process to help you chart a route to the future you’ve
always envisioned. Using a comprehensive approach that ensures all key aspects of your
retirement are carefully planned and managed, we work with you to:
Get Started In
3 Easy Steps
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Using the DREAM Map planning process, we’ll examine your current financial situation and determine your retirement needs.
Receive a custom strategy designed to help you reach your unique retirement goals.
Find out if you are on track for a successful retirement.
Start Your Retirement Planning Journey
The Time Is Now
Your retirement should be a time of freedom and excitement, not confusion and uncertainty. At Monolith Financial Group, we know you have questions, and we want to help empower you to make the most appropriate decisions for your financial future. Check out our new book:
“Countdown to Retirement: A Fresh Perspective on Retirement Planning”
Need More Info?
Attend a Live Event
Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.
Get to Know
Our Team
It is our mission to help individuals and families in the greater Sacramento area achieve their ideal retirements.
Meet our Team
It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, when providing investment advice, and we do so with integrity and transparency.
» Meet Our Team
Meet our Team
It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, when providing investment advice, and we do so with integrity and transparency.
» Meet Our Team
Services We Offer
Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
» Learn More
Services We Offer
Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
» Learn More
As an Investment Adviser Representative, I have a Fiduciary Responsibility to act in my clients’ best interest when offering or recommending investment advisory products and services. This means that within my capacity as an investment adviser representative, I am obligated to disclose any conflicts of interest when offering investment products.
The Second Act
Retirement isn’t the final chapter in the book of life. But rather, a new beginning.
Ready to take
The Next Step?
For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.