- Fee-Only Financial Planning
- Financial Review
- 401(k) and IRAs
- Retirement Planning
- Employee Benefits
- Retirement Plan Advisor
- Tax Planning
- 401(k) Advisor
- Investment Management
Oakdale, MN 55128
Corey Purkat is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Hi, I’m Corey Purket, the founder of Northwoods Financial Planning.
Let me ask you this...do your values reflect your personality, your experiences, and your goals? They do, don't they!? And that's a good thing - it's helped shaped who you are. But sometimes, the decisions we make regarding money may not actually reflect our ideal values. Our goal is help you be aware of what's important to you and provide financial advice that is in line with your ideal values.
Common amongst other sportsmen families, my family’s love for the outdoors is what helped shape my values growing up and continue to guide me today, both personally and professionally.
Whether it was the countless hours along side my dad hunting and fishing or the three hour family drive up north every weekend in the summer, the lessons of hard work, happiness, integrity, and independence are the foundation of Northwoods Financial Planning.
It’s more than picking a day to sail off into the sunset, a financial plan is your roadmap to experience life.