Knutsen Financial Group is a full service, retirement planning company serving Oakdale, Minnesota and surrounding communities. Our firm provides retirement and income planning solutions to families nearing or already enjoying retirement. We specialize in guiding small business owners to retirement plan solutions that will satisfy their goals and retain quality employees.

So, what sets us apart?

Independent Firm

As an independent firm, we represent and serve our clients, not a parent company. These important distinctions mean that we focus solely on meeting the goals of our clients, rather than, selling a particular product or provider.

Careful analysis

The retirement plans we build for clients are based on a thorough understanding of each client’s specific situation and careful analysis. Our mission is to provide the families and businesses with innovative financial strategies, in an effort to provide financial clarity, solutions, and improve your quality of life. After a thorough and careful financial discovery with you, we analyze your personal financial situation – risk tolerance, time horizon, liquidity needs, and retirement goals — and create a retirement plan that is unique to your situation.

 Making strong commitments to our clients and building life-long relationships are tenets of success at Knutsen Financial Group.

Personalized Service & Technology

Our boutique style firm is able to provide superior personalized service and completely customized plans that large financial institutions are often unable or unwilling to offer. We believe exceptional financial plans should be as unique as each individual, family and organization we serve. Providing peace of mind, our clients have around the clock access to their financial lives our digitally encrypted cloud base portal.

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