Kaiser Financial, Inc.

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.

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?

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
09/21/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
09/18/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

Buying a home may be your largest financial commitment. Which loan is best for your situation?
09/11/2026

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
09/07/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
09/04/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

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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