Integrity Financial Group

Integrity Financial Group in Rocklin, CA has been empowering individuals, businesses, and employers for over 30 years to achieve their financial goals through comprehensive retirement planning, investment strategies, and insurance solutions. Led by experienced professional Cody Olson, our mission is to provide unbiased guidance and tailored solutions to meet your financial needs.

Retirement Planning

• Comprehensive assessments of your current retirement plans and goals
• Guidance on maximizing contributions to IRAs, 401(k) plans, 403(b) plans, and other retirement accounts
• Development of personalized savings and investment strategies
• Specialized plans for SEP IRAs, SIMPLE IRAs, and 403(b) plans

Investment Management

• Tailored portfolio construction based on your individual risk tolerance, goals, and investment horizon
• Regular portfolio reviews and rebalancing to ensure optimal performance
• Access to a wide range of investment options from leading providers

Insurance Solutions

• Customized insurance plans to protect your assets and mitigate potential risks
• Review and analysis of your existing insurance coverage to ensure it meets your needs

Client-Focused Approach

• Comprehensive consultations to understand your unique needs and goals
• Transparent and clear communication throughout the process
• Collaborative approach to achieve financial success with you

Our Values

• Integrity: We uphold the highest ethical standards and act with transparency in all our interactions.
• Client-centeredness: Your needs and goals are our top priority.
• Expertise: We leverage our extensive knowledge and experience to deliver personalized solutions.
• Empowerment: We believe in educating and empowering our clients to make informed financial decisions.

Partnering with Integrity Financial Group, you can

• Take control of your financial future with personalized plans and guidance
• Navigate complex financial concepts with clarity and confidence
• Achieve your financial goals and secure your future

Let's work together to build a secure and prosperous financial future!