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A Foundation that Lasts Generations 

Financial well-being is about supporting the people and priorities in your life.

The more effective financial plans provide strength and stability. 

Wealth isn’t solely numbers in your bank account – it’s the foundation that supports your loved ones and your lifestyle. For individuals, it’s about preparing for and building a lasting legacy. For business owners, it’s about building a thriving organization while equipping employees to pursue their retirement goals.

With over 35 years of experience, Patrick Funke & Associates recognizes the real value of wealth is the way it enables you to sustain and strengthen the relationships that shape your world. 

Support Your Priorities

No matter what stage you’re at in life, you want to have a sound foundation to support your life’s pursuits. We will assist you in determining what matters most in your world, then work to find the right financial solutions so you can feel prepared and confident.

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Early Investors

Focus On Financial Stability

When you’re in the beginning stages of building wealth, it is important to establish long-term goals and then determine the steps to get there. 

Establish Your Wealth
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PRE-RETIREES & RETIREES

Ready Your Resources

If you are nearing or in retirement, it is important to find ways to support your desired lifestyle and provide for your loved ones.

Plan Your Retirement
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multigenerational families

Fortify Future Generations 

To give future generations a strong foundation, it is important to give family members, young and old, the tools and knowledge to tackle finances. 

Protect Your Legacy
BUSINESS OWNERS

Empower Your Employees

Helping employees prepare for the future is an important workplace benefit, which is why offering a robust 401(k) plan and investment education can play a valuable role in their financial lives.

Build Your Business
Behaviors are the Building Blocks of Financial Planning

Behaviors are the Building Blocks of Financial Planning

By focusing on the behaviors that drive your financial decisions, Patrick Funke and his team focus on finding ways to get lasting benefits out of the wealth you’re working to build.    

Build the Foundation for Your Future

Connect with Patrick Funke & Associates for a financial plan that helps safeguard your family and future. 

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