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

Fee-OnlyFinancial Advisors

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Individuals Wanting Retirment

IndividualsWanting Retirement

Let's Plan


LATEST NEWS

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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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    401(k) Double Dipping: 3 Ways Your 401(k) Plan Is Being Double Dipped for Fees

    Just like it's not cool to double dip your chip at the company pot luck, it's also not very cool when you find out you're paying a lot more in fees for your 401(k) than you were originally led to believe.So, is your 401(k) service provider double-dipping? Here are a few ways that service providers could be double-dipping on their fees at your expense and what actions you should take so you can be a retirement plan hero for your employees! 1. Proprietary FundsThe most obvious "double-di...  Read More

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