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Retirement Planning Specialist

Let me help you achieve your financial goals.

Retirement and Investment Planning Made Easy

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.

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About Me

I attended and graduated from Bella Vista High School in 1984. After that, I went to the University of Nebraska and graduated in 1989. I was part of the university’s varsity wrestling team. In addition, I was the 1987 Big 8 Champion and the University of Nebraska team captain.

Today, I offer unbiased and informative advice to educate business owners, their employees, and individuals. Additionally, I work with integrity and focus on my clients’ best interests.

What I Do

I help employers by providing sound advice and assistance for matters related to funding buy-sell agreements, retirement plans, disability options, and group medical insurance plans.

Aside from that, I work with employees who have Individual Retirement Account (IRA) plans, Roth IRA plans, as well as 401(k), 403(b), or 457 plans from previous jobs. I can evaluate these to see if you are invested correctly based on your changing risk tolerance and time horizon.
I take a look at these statements and evaluate them to see if there’s anything that needs to be done. This practice is important, as filing the statements away each month without properly understanding the processes involved can lead to various risks.

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Reach Out to Me

Contact me today to schedule a free portfolio review with no obligations. I am looking forward to working with you soon!