Monolith Financial Group

Monolith Financial Group is a Financial Planner in Roseville, CA. The firm serves individuals and families in the greater Sacramento area, focusing on comprehensive financial planning, retirement income strategies, and wealth management. A distinct specialty is female-focused financial planning. The team assists clients in managing assets and creating strategies for sustainable retirement income, utilizing a variety of investments and insurance products. The firm holds a rating of 4.90 based on customer reviews.

The planning methodology is built around the DREAM Map process, designed to chart a route to a client's envisioned future. This approach begins with a discovery visit to establish the client's unique financial philosophy and purpose for their money. Subsequent steps include a strategy visit, implementation, and plan delivery. The firm emphasizes the importance of maintaining liquid funds for emergencies, suggesting a reserve of six to twelve months' worth of living expenses to provide financial confidence. Recommendations are made with an emphasis on integrity, transparency, and independence, ensuring that advice is tailored to the client's specific goals rather than limited by a single insurance company's product lineup.

The office is located at 3000 Lava Ridge Ct STE 120. It sits near major thoroughfares, including Douglas Boulevard and East Roseville Parkway, both approximately 0.2 miles away. The location is also close to Eureka Road, about 0.2 miles distant, and Cirby Creek, roughly 0.3 miles from the site. Medical facilities such as the UC Davis Health Roseville Clinic and the Sutter Imaging Vascular & Varicose Vein Center are also within a 0.4 mile radius.

Jeff Mitchell, the CEO and Founder, has been in the industry for more than 30 years. He started the firm to offer clients a wide variety of products without the limitations of a single company. Mitchell has served as an Investment Adviser Representative for over 10 years and has held his insurance license for over 30 years. His philosophy centers on assuming less risk, focusing on wealth preservation, and helping generate sustainable retirement income so clients can retire with confidence.

Monolith Financial Group provides independent advice and customized plans for the Roseville community, with a focus on helping clients achieve their ideal retirements through transparent and tailored financial strategies.