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Text Content

Click here to learn more about our financial professionals by visiting FINRA's
BrokerCheck.

7845 3rd St N Suite 111
Oakdale, MN 55128
651-458-8030
ryan@kaiserfinancial.net

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RESPECT FOR YOUR VALUES AND YOUR VISION

This is your financial life, so before moving forward with any financial plan,
we listen carefully to your values and your vision for the future. Our whole
goal is to help you define and refine your vision, honor your decisions and help
you achieve those goals.



OUR FIRM IS BOUND TO THE HIGHEST FIDUCIARY STANDARDS

As a Investment Advisor and Fiduciary, we are bound by law to work in the best
interests of our clients.  That means we put your interest ahead of the firm’s. 
It is the highest ethical standard under the law and we are proud to act as a
Fiduciary for our clients. We take our stewardship of your finances as seriously
as we take our own.



As a member of Kaiser Financial, we are supported by one of the top independent
broker dealers in the country, Osaic Wealth, Inc.

Osaic Wealth, Inc.'s mission is to provide advisors with access to a wide range
of financial services and resources.  They produce no financial products and
encourage their advisors to be objective.  Their level of commitment to what is
in the best interests of clients is unique in the industry.

Osaic Wealth, Inc. has strong relationships with the leading manufacturers of
financial solutions and products.  This experience and knowledge combined with
access to cutting-edge resources provides its advisors with the tools they need
to deliver advanced wealth management strategies



CLIENT CENTERED SERVICE

We are a client centered financial advisory firm.  Service that is timely and
reliable is the key to building client confidence.  Whether it is the simple act
of returning phone calls promptly or spending the time to develop a
sophisticated financial strategy, we treat you the way we wish to be treated,
with respect and professionalism.  Our commitment to offering the best is also
found in our support staff who are dedicated, not only to exceptional service,
but also to maintaining high professional standards.  We invest in long-term
relationships with our clients; that means we are there for you every step of
your financial journey.














PRIVATELY OWNED, WE OFFER COMPREHENSIVE, PERSONALIZED ADVICE BASED ON YOUR
INDIVIDUAL SITUATION

Financial advice is easy to come by, but finding appropriate, personalized
financial advice is more difficult.  As a privately owned and independent
financial advisory firm, we are free to look at a wide range of financial
products, tools and resources to provide you with the appropriate solutions for
your situation.  As an independent advisory firm, we have no pressure to use
products or tools that may not be appropriate for the client.  We believe that
our independence can mean a world of difference when planning for your future. 


A STRONG PROFESSIONAL NETWORK TO SUPPORT YOUR GOALS


We have developed strong relationships with other professionals (attorney’s,
CPA’s, and mortgage brokers) who can become a part of our team to work for your
benefit if needed. Each of these relationships mirrors our own values of
integrity and commitment to provide the highest levels of service.  We are happy
to work with your existing team to coordinate and implement your financial
strategy.


HIGHLY PERSONALIZED SERVICE WITH STRONG RESOURCES


Because we are independent and local does not mean we are small.  We are a
member of a national network of premier independent firms across the nation
whose expertise in financial planning can be called upon on your behalf.  That
means we offer you the highly personal service you deserve plus the national
resources you expect.  We also are able to provide clients with a broad range of
financial tools, products and resources to help you reach your goals.  Trust,
integrity and a commitment to the client is what makes us special. 




HELPFUL CONTENT


LIFETIME OF EARNINGS

Estimate how much you have the potential to earn during your working years.


ROTH 401(K) VS. TRADITIONAL 401(K)

This calculator compares employee contributions to a Roth 401(k) and a
traditional 401(k).


CAPITAL GAINS TAX ESTIMATOR

Use this calculator to estimate your capital gains tax.

 * Articles
 * Calculators
 * Videos

A PRIMER ON DIVIDENDS

A company's profits can be reinvested or paid out to the company’s shareholders
as “dividends."

COUNTERACTING CAPITAL GAINS WITH TAX-LOSS HARVESTING

You may have heard the phrase "tax-loss harvesting." A financial professional
may be able to provide some guidance.

WILL POWER

Preparing for the eventual distribution of your assets may not sound enticing.
But a will puts the power in your hands.

UNDERSTANDING THE SECURE ACT 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

SYSTEMATIC WITHDRAWALS IN RETIREMENT

Taking regular, periodic withdrawals during retirement can be quite problematic.

BUYING AUTO INSURANCE FOR TEEN DRIVERS

Tips on insuring your teen driver.

VIEW ALL ARTICLES

WHAT'S MY POTENTIAL ESTATE TAX?

This calculator helps estimate your federal estate tax liability.

SHOULD I BUY OR LEASE AN AUTO?

This calculator compares the financial impact of leasing versus buying an
automobile.

HOW MUCH HOME CAN I AFFORD?

With a few simple inputs you can estimate how much of a mortgage you may be able
to obtain.

SAVING FOR COLLEGE

This calculator can help you estimate how much you should be saving for college.

FEDERAL INCOME TAX

Use this calculator to estimate your income tax liability along with average and
marginal tax rates.

IMPACT OF TAXES AND INFLATION

Estimate the potential impact taxes and inflation can have on the purchasing
power of an investment.

VIEW ALL CALCULATORS

THE LONG RUN: WOMEN AND RETIREMENT

For women, retirement strategy is a long race. It’s helpful to know the route.

WHEN DO YOU NEED A WILL?

When do you need a will? The answer is easy: Right Now.

SHOULD YOU EVER RETIRE?

A growing number of Americans are pushing back the age at which they plan to
retire. Or deciding not to retire at all.

THE JUNK DRAWER APPROACH TO INVESTING

It's easy to let investments accumulate like old receipts in a junk drawer.

AN ARM AND A LEG

A visit to the hospital can be painful, for both your body and your wallet.
Don’t let it be more painful than it has to be.

DREAMING UP AN ACTIVE RETIREMENT

When you retire, how will you treat your next chapter?

VIEW ALL VIDEOS

ARTICLES

A PRIMER ON DIVIDENDS

A company's profits can be reinvested or paid out to the company’s shareholders
as “dividends."

COUNTERACTING CAPITAL GAINS WITH TAX-LOSS HARVESTING

You may have heard the phrase "tax-loss harvesting." A financial professional
may be able to provide some guidance.

WILL POWER

Preparing for the eventual distribution of your assets may not sound enticing.
But a will puts the power in your hands.

UNDERSTANDING THE SECURE ACT 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

SYSTEMATIC WITHDRAWALS IN RETIREMENT

Taking regular, periodic withdrawals during retirement can be quite problematic.

BUYING AUTO INSURANCE FOR TEEN DRIVERS

Tips on insuring your teen driver.

VIEW ALL ARTICLES

CALCULATORS

WHAT'S MY POTENTIAL ESTATE TAX?

This calculator helps estimate your federal estate tax liability.

SHOULD I BUY OR LEASE AN AUTO?

This calculator compares the financial impact of leasing versus buying an
automobile.

HOW MUCH HOME CAN I AFFORD?

With a few simple inputs you can estimate how much of a mortgage you may be able
to obtain.

SAVING FOR COLLEGE

This calculator can help you estimate how much you should be saving for college.

FEDERAL INCOME TAX

Use this calculator to estimate your income tax liability along with average and
marginal tax rates.

IMPACT OF TAXES AND INFLATION

Estimate the potential impact taxes and inflation can have on the purchasing
power of an investment.

VIEW ALL CALCULATORS

VIDEOS

THE LONG RUN: WOMEN AND RETIREMENT

For women, retirement strategy is a long race. It’s helpful to know the route.

WHEN DO YOU NEED A WILL?

When do you need a will? The answer is easy: Right Now.

SHOULD YOU EVER RETIRE?

A growing number of Americans are pushing back the age at which they plan to
retire. Or deciding not to retire at all.

THE JUNK DRAWER APPROACH TO INVESTING

It's easy to let investments accumulate like old receipts in a junk drawer.

AN ARM AND A LEG

A visit to the hospital can be painful, for both your body and your wallet.
Don’t let it be more painful than it has to be.

DREAMING UP AN ACTIVE RETIREMENT

When you retire, how will you treat your next chapter?

VIEW ALL VIDEOS


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LOCAL WEATHER

55128



 

Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



* Securities and Investment Advisory Services offered through Osaic Wealth,
Inc.. Member FINRA, SIPC and Registered Investment Advisor.  Insurance services
offered through Kaiser Financial which is not affiliated with Osaic Wealth, Inc.
Osaic Wealth, Inc. does not provide tax or legal advice.  All other listed
entities are unaffiliated.  

This communication is strictly intended for individuals residing in the states
of AZ, CA, CO, FL, IL, IN, MD, MI, MN, MT, NC, NJ, TX, WA and WI.  No offers may
be made or accepted from any resident outside the specific state(s) referenced. 

IMPORTANT CONSUMER INFORMATION 
A broker-dealer, investment adviser, BD agent, or IA rep may only transact
business in a state if first registered, or is excluded or exempt from state
broker/dealer, investment adviser, BD agent, or IA registration requirements as
appropriate. Follow-up, individualized responses to persons in a state by such a
firm or individual that involve either effecting or attempting to effect
transactions in securities, or the rendering of personalized investment advice
for compensation, will not be made without first complying with appropriate
registration requirements, or an applicable exemption or exclusion. For
information concerning the licensing status or disciplinary history of a
broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should
contact his or her state securities law administrator.

Not FDIC insured ~ No bank guarantee ~ May lose value

 



CONTACT

Kaiser Financial

Office: 651-458-8030

Fax: 888-201-9347

7845 3rd St N Suite 111

Oakdale, MN 55128

ryan@kaiserfinancial.net



QUICK LINKS

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 * Money
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