Since 1992, Integrity Financial Group in Rocklin, CA has been assisting businesses, employers, and individual investors when it comes to understanding various financial planning processes. I am Cody Olson, a strategic and highly experienced expert in this industry. My goals are to provide you with quality service and to help you achieve your financial goals.
The information I have provided on this site will help employers and employees take a more proactive approach when it comes to their financial plans. These will also give them a better understanding of the various financial concepts behind investing, insurance, retirement, estate planning, and wealth preservation.
The information I have provided on this site will help employers and employees take a more proactive approach when it comes to their financial plans. These will also give them a better understanding of the various financial concepts behind investing, insurance, retirement, estate planning, and wealth preservation.
Services
I have shared some basic but important information about various retirement and investment plans. If you are interested in learning more, get in touch with me today, and we'll discuss these in detail. A 401(k) is a retirement savings plan provided by an employer. There are two basic types of accounts you can choose from: a traditional 401(k) and a Roth 401k.
Aside from investment plans, I am also knowledgeable on insurance plans. I offer sensible and strategic advice to guide you when it comes to selecting the policy that best suits your needs. This insurance plan guarantees a determined death benefit during a specified term. The plan is used as a form of financial protection against the loss of life since it can help settle funeral costs, mortgage debt, and more.
Reviews (3)
Breana Zamudio
Jun 24, 2021
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Kelley Fulton
Nov 18, 2020
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Integrity Financial Group has provided the personal touch to ourselves personally and to our employees over these past 5 years. They have helped us meet or exceed our goals and provided professional advice on many occasions. I have experienced and witnessed how the team at Integrity Financial Group treats everyone like family and cares deeply for each and every client. I can recommend them in the strongest terms.
Kevin Guetterman
Jun 20, 2020
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Positive: Professionalism, Responsiveness
I have worked with Cody for a number of years and I highly recommend his services. He is patient when explaining the finer points of financial planning and works diligently to figure out the best plan for you. He is also enthusiastic whenever I call and you can tell he is passionate about his work.
I have worked with Cody for a number of years and I highly recommend his services. He is patient when explaining the finer points of financial planning and works diligently to figure out the best plan for you. He is also enthusiastic whenever I call and you can tell he is passionate about his work.
