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2145 Woodlane Dr Suite 102
Woodbury, MN 55125
651-458-8030
rkaiser@woodburyfinancial.net

Services

Your personal CFO

  • Written financial plan
  • Two formal meetings per year
  • Complete financial assessment
  • Prioritize and set financial goals
  • Referrals and assistance with CPAs and attorneys

Investment management

  • Regular investment reviews
  • Consolidate and simplify accounts
  • Review existing 401(k) and IRA’s
  • Online consolidated accounts

Wealth management 

  • Retirement income planning
  • Estate and charitable planning
  • Long term care planning
  • Maximizing social security
  • Insurance planning

Business services

  • Succession and retirement planning
  • Key executive benefits
  • Deferred compensation
  • Exit strategy planning
  • Business valuation & succession

Helping you and your family

  • Multi-generational legacy planning
  • Insurance audit reviews 
  • Trust services
  • Client educational events and seminars

Safeguarding & due diligence

  • Regulated by both SEC & FINRA 
  • 3rd party compliance and oversight
  • 3rd party investment managers
  • 3rd party investment custodians
  • Insurance company due diligence
  • Disaster protection plan in place
  • Unbiased investment research