Welcome to Repak Financial Services
Over the past decade Repak Financial Services has been helping individuals, small businesses and non-profit organizations make smarter decisions with their financial resources. We specialize in the fundamentals of financial planning which include developing spending plans, debt reduction plans, short term and long term investment management, and retirement distribution planning. We are able to advise you on estate, insurance and tax planning issues.
Dollars & Uncommon Sense
Army veteran and Certified Financial Planner™ Steve Repak shows you why—and how—to use uncommon sense to get back on track. Just as in basic training, where a drill sergeant transforms ordinary recruits into soldiers ready for battle, Repak serves as your drill sergeant in this groundbreaking new book.

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Newsletters
  • It's Complicated: Money and Happiness
    Does more wealth lead to more happiness? Researchers have tackled this question for decades, and although the results have differed, one fact is certain: The
  • Planned Charitable Giving
    Today more than ever, charitable institutions stand to benefit as the first wave of baby boomers reach the stage where they're able to make significant charitable
  • Millennials vs. Boomers: How Wide Is the Gap?
    Texting versus email (or even snail mail). Angry Birds versus Monopoly. "The Theory of Everything" versus "The Sound of Music." "Dancing with the Stars"
  • How important are dividends in the S&P 500's total returns?
    In a word, very. Dividend income has represented roughly one-third of the total return on the Standard & Poor's 500 index since
  • Are stock dividends reliable as a source of income?
    Dividends can be an important source of income. However, there are several factors you should take into consideration if you'll be relying on them to
    
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Speaking Engagements
Do you need a dynamic speaker to speak on the subject of personal finance? Through wit, style and uncommon sense approach, my speaking style may inject some humor into your life, but more importantly my intent is to encourage you to think differently about your money.

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 Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and registered investment advisor.  Insurance services offered Repak Financial independently of SagePoint Financial, Inc.

© 2013 Repak Financial Services | 7540 Matthews-Mint Hill Road, Charlotte, NC 28227 | P. 704-545-9771 | Terms of Use | ADV

This communication is strictly intended for individuals residing in the state(s) of CO, FL, GA, MS, NC, SC and TX. No offers may be made or accepted from any resident outside the specific states referenced.