Business Owners

Building Your Business by Empowering Employees

Owning a business is about building something that lasts. At Patrick Funke & Associates, we know your business reflects your values, your grit, and your vision.

We work with you to strengthen your foundation, offering strategies that support growth today and security tomorrow. We assist your employees in making the most of their 401(k)s and benefits, so they can reach their retirement goals.

401(k) Plans

We design a customized retirement plan that empowers your employees to take control of their financial future. We provide ongoing support through regularly scheduled meetings to optimize your employer-sponsored plan so it can remain dynamic and compliant.

Employee Education

Empowered employees make smarter financial decisions. We provide ongoing guidance that helps your team understand their benefits, plan for the future, and feel confident in their choices.

Tax Planning Strategies

Effective tax planning frees up resources, reduces liabilities, and supports smarter business decisions. Our strategies are tailored to your operations, so you can stay prepared year-round.

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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