Monolith Financial Group

Monolith Financial Group Helping Sacramento-area families DREAM BIG. LIVE CONFIDENTLY. through thoughtful retirement planning built around what matters most. CA Ins.

Retirement Planning Professionals

Insurance products are offered through the insurance business Monolith Financial Group. Monolith Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Monolith Financial Group are not subject to Investment Adviser requirements. Lie. 03061525-1/26

06/02/2026

A small income gap today can mean a large difference later. This guide breaks down 3 key factors shaping retirement for women.

05/29/2026

🄣 Fun Friday 🄣

Some people use a spoon.

Some people create their own path.

Happy Friday from the Monolith family to yours. šŸ˜‚ā¤ļø

Happy Birthday, Rachelle Hermle MitchellToday we're celebrating someone who does far more than keep the office running.R...
05/29/2026

Happy Birthday, Rachelle Hermle Mitchell

Today we're celebrating someone who does far more than keep the office running.

Rachelle is the heart of our team, the matriarch of the office, and often the person making sure all of us stay on track. Whether she's solving a problem, helping a teammate, answering a question, or stepping in wherever she's needed, she does it with grace, patience, and a genuine desire to help others.

The truth is, many of the things that happen behind the scenes at Monolith simply wouldn't happen without her. She keeps us organized, keeps us moving forward, and somehow manages to make everyone's day a little easier along the way.

Rachelle, thank you for everything you do for our team and for the countless ways you support those around you. We are incredibly grateful to work alongside you.

We hope your birthday is filled with laughter, celebration, and all the people who mean the most to you.

Happy Birthday!

05/27/2026

One of the hardest parts about retirement today isn’t a lack of information…

it’s the amount of noise.

Everyone has an opinion.
Friends. News. Articles. TV. Social media.

And after a while, it becomes hard to tell:
ā€œWhat actually applies to me?ā€

At some point, you have to stop trying to keep up with everyone else’s version of retirement…

and start getting clear about your own.

05/19/2026

A lot of people think they’ll ā€œjust knowā€ when it’s the right time to retire.

When the market settles down.
When things feel more certain.
When they feel more ready.

But there’s always going to be something that creates hesitation.

At some point, the question stops being:
ā€œIs this the perfect time?ā€

…and becomes:
ā€œDoes my plan actually adjust when life changes?ā€

That’s usually the real difference.

Social Security sounds simple.Take it early… or wait.But it’s not an isolated decision—and that’s usually where people r...
05/12/2026

Social Security sounds simple.

Take it early… or wait.

But it’s not an isolated decision—and that’s usually where people run into problems.

Social Security often feels like a simple decision—take it early or wait.But in reality, it doesn’t exist on its own. It connects to your income, taxes, and ...

05/10/2026

Happy Mother’s Day to all the incredible moms out there šŸ’

Today we celebrate the women who give so much of themselves every single day through love, strength, patience, encouragement, and care. Thank you for the sacrifices no one sees, the comfort you bring, the lessons you teach, and the countless ways you make life better for the people around you.

Whether you’re a mom, grandma, bonus mom, dog mom, or someone who simply loves and supports others with a mother’s heart, your impact matters more than you know.

We hope today reminds you how appreciated, valued, and deeply loved you truly are. Wishing you a day filled with love, laughter, rest, and all the hugs your heart can hold šŸ’•

Happy Mother’s Day from all of us at Monolith Financial Group!

A lot of people don’t make big mistakes in retirement…they just don’t make any changes at all.And for a while, that feel...
05/05/2026

A lot of people don’t make big mistakes in retirement…

they just don’t make any changes at all.

And for a while, that feels completely fine.

Until things start shifting—and nothing was adjusted with it.

Sometimes the biggest decisions in retirement aren’t the ones you make—they’re the ones you don’t.When things feel steady, it’s easy to leave everything as i...

It’s something I hear more often than you’d thinkā€¦ā€œI know I should feel good about where I am… but I don’t.ā€And most of ...
04/21/2026

It’s something I hear more often than you’d think…

ā€œI know I should feel good about where I am… but I don’t.ā€

And most of the time, it’s not about the number.

It’s about what that number actually means.

It’s something I hear more often than you’d think… ā€œI know I should feel good about where I am… but I don’t.ā€ And most of the time, it’s not about the number. It’s about what that number actually means. How does it turn into income? How long does it last? What happens if something ...

Address

3000 Lava Ridge Court Suite 120
Roseville, CA
95661

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 1pm

Website

https://www.youtube.com/@MonolithFinancial, https://www.nssapros.com/find-nssa, https

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