Kaiser Financial, Inc.

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Kaiser Financial, Inc. We are a client centered financial advisory firm. Service that is timely and reliable is the key to building client confidence.

At Kaiser Financial, we are dedicated to helping clients take the first step in a journey that leads to a sound financial future. Through knowledge, discipline and dedication we look for success over the long-term. We establish relationships built on trust and integrity and by putting clients' needs first and offering the type of high quality personal service and attention to detail they deserve.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
10/26/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
10/23/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

There are billions in unclaimed dollars in the US. Is some of that yours?
10/19/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally,...
10/16/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
10/12/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
10/09/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
10/05/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.
10/02/2026

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

When Should You Claim Social Security? Let's Map Your Strategy
09/28/2026

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

Do you know the difference between a global mutual fund and an international mutual fund?
09/25/2026

Do you know the difference between a global mutual fund and an international mutual fund?

Investors seeking world investments can choose between global and international funds. What's the difference?

Address

7845 3rd Street N Suite 111
Oakdale, MN
55128

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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