763-442-2196 | OAKDALE, MN

Individuals

GAIN CLARITY IN YOUR RETIREMENT JOURNEY

Using an independent financial advisor can help you start on the best path to reach your goals. 

We guide you through all of your investment needs including insurance, retirement, portfolio management, college savings, and more. Whether you need a one-time consultation or ongoing support, our goal is to help you feel confident in your financial plan so you can get back to enjoying your active life. Contact us to start exploring your options.


CHOOSE YOUR ADVENTURE


Financial Planning

Start your retirement journey with a map. Develop a complete and clear plan for all of your financial goals with a thorough financial plan.

Wealth Management

Whether your goal is to save for retirement, grow your assets, or leave a legacy for your family, our individualized service gives you the support to achieve them.

Tax Planning

Improve your tax-efficiency by working with a specialist. Purkat will analyze your financial situation and make recommendations to improve how your investments work together.

Who We Serve


Outdoor Recreation Industry • SHOT Industry Employees • Pro Staff • Manufacture's Representatives • Freelance Outdoor Bloggers •  Photographers & Adventure Enthusiasts • Professional Anglers •  Professional Hunters • Professional Guides


INDIVIDUAL PACKAGES


The Map & Compass

This program is for one-time projects - flat fee or hourly based.

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The Outfitters Guide
(add-on)

This program is tax preparation for individuals (single or married couples) as well as self-employed business owners with no employees - other than a spouse - that provide services for a fee.

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The GPS

This program is for on-going, continuous advice.

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