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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Latest Video Client Alert
Newsletters
  • How Does Divorce Affect Social Security Retirement Benefits?
    One of the challenges of planning for retirement is that an unexpected event, like divorce, can dramatically change your retirement income needs. If
  • Avoiding Probate: Is It Worth It?
    When you die, your estate goes through a process that manages, settles, and distributes your property according to the terms of your will. This process is
  • Self-Directed IRAs
    A self-directed IRA isn't a different type of IRA. Rather, the term refers to any individual retirement account (traditional or Roth) that allows you to direct the
  • Am I liable for unauthorized transactions on my debit card?
    It depends. Federal law provides consumers with protection against most unauthorized credit- and debit-card transactions.
  • What is this new chip-card technology I've been hearing about in the news?
    In recent years, data breaches at major retailers have increased across the United States. As a way to counteract these data breaches, many U.S.
    
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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.