763-442-2196 | OAKDALE, MN

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Purkat Financial is a Registered Investment Advisor focused on helping business owners, plan sponsors, financial advisors, and plan participants navigate 401k options.

Purkat Financial: 

  • HELPS businesses offer a premier 401(k) solution for employees
  • ALLEVIATES time-consuming plan administration tasks
  • CLARIFIES 401(k) plan options and best practices
  • IMPROVES retirement plan options 
  • EDUCATES employees on how to maximize their benefit
  • VALUES the well-being of all our clients

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Guiding Your Retirement

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WHO WE WORK WITH



Business Owners

BusinessOwners

Your Options

Fee-Only Financial Advisors

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Individuals Wanting Retirment

IndividualsWanting Retirement

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LATEST NEWS

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    Cutting the Cord: A Fiduciary Standard Analogy

    For the last couple years, the DOL Fiduciary Rule has been talked about ad nauseam - unfortunately that still doesn't mean it's fully understood by consumers or professionals in the industry for that matter. The fact that a majority of financial service industry firms, associations, and even Chamber of Commerce groups have challenged & oppose the ruling haven't helped the situation.That being said, a few months before the rule went "live," a fellow financial planner, Meg Bartelt, s...  Read More

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    A Trump Tax Update on 401(k): Why Words Matter

    On Wednesday, April 26th, 2017, President Donald Trump presented his latest plan for tax reform with a press conference accompanied by a seemingly straightforward document that outlined the goals of the plan. Highlights from the plan included getting rid of the Alternative Minimum Tax (AMT), doubling the standard deduction while doing away with most itemized deductions (we'll come back to this in a moment), and reducing the amount of tax brackets from 7 to 3. But just like any quality ...  Read More

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    A Path of Least Resistance: Why Your 401(k) Should be More Like Amazon.com

    There are a lot of reasons why the online behemoth retailer Amazon.com is so popular, but what they've been able to do so well is master the art of convenience. One-click shopping. Subscription based buying.   Read More

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