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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    Why Hiring a Financial Advisor is the Best Kind of Peace of Mind

    Choosing a financial advisor is no easy task. With so many financial professionals available to you, deciding on the right one can take a lot of consideration. Here are 4 important characteristics to look for in a financial advisor you work with and why hiring one provides the best kind of peace of mind.  When it comes to your investments, your savings, and your income, you don't want to leave anything to chance.   Read More

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    Choosing Between Financial Advisor or Robo Advisor

    Here’s what you need to know about financial advisors vs. robo advisors. Maybe you don’t need to choose between them at all.For some, it may seem innovative and perhaps even comforting to have a computer take over for financial advisors.   Read More

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    10 Straightforward Ways to Choose the Right Financial Advisor

    Choosing the right financial advisor doesn’t need to be complicated. In fact, I’d argue that it should be a straightforward process that enables you to make an objective decision. Whether you are currently working with a financial advisor and considering a switch or you have never worked with one before, there are a series of things you can do to choose the right financial advisor for you and your financial needs.1. Ask AroundIt is never a bad idea to find out who other people are using and...  Read More

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