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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    What is the best advice your father has ever given you?

    “What is the best advice your father has ever given you?” is sort of a loaded question. It’s too difficult to narrow just one piece of advice and in fact, most of the time, he wasn’t giving the advice directly – he was leading by example, setting the standard for my sister and I on how to treat people and how to carry ourselves.This year, Father’s Day is even a little more special for my dad, not only because Grandbaby #2 is able to celebrate, but because in l...  Read More

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    How Much You Should Have Saved for Retirement

    Employer-sponsored pension programs have gone almost entirely the way of the dinosaur, so it's increasingly up to each individual to plan his or her retirement carefully. But how much should you have already?The good old days of the company-sponsored pension plan are effectively over with for most people. That makes retirement planning a bit tricky.   Read More

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    DOL Fiduciary Rule: Better than a poke in the eye with a sharp stick

    Everyone has their own way of celebrating or remembering significant dates throughout their lives - birthdates, anniversaries, historical events - some more significant than others.For example, I should never forget my wife's birthday or our wedding anniversary date (sidebar - notice I used the words "should" and "date" - keeping track of the exact number is not guaranteed). Her birthday is July 11th (7/11) and we were married on August 11th (8/11). Back to back months. 7-11 and 8...  Read More

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