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

SEE ALL SERVICES LEARN MORE ABOUT US

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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

Let's Plan


LATEST NEWS

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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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    FinTech & 401(k): Disruption or Distraction?

     Oil changes. Pizza delivery. Flights to Vegas.   Read More

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    Designations, Please!

    You know CPA means tax professional and CFP means financial planning, but if you're in the market for a financial advisor, you may have noticed other financial designations and wondered what they stand for. Here's a cheat sheet to help you navigate the wonderful world of financial designations.Letters after a name mean some sort of authority and credibility, sure. But, not all letters carry the same amount of expertise. You just want to be sure you understand what your financial professiona...  Read More

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