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
  • A View of Health Care from Around the World
    The United States health-care system has been impacted by the Affordable Care Act (ACA). But how does delivery of health care in the United States compare to that of
  • Retirement Myths and Realities
    We all have some preconceived notions about what retirement will be like. But how do those notions compare with the reality of retirement? Here are four common
  • How the Windsor Decision Affects Retirement Plans
    Spouses of employer-sponsored retirement plan participants have certain rights when it comes to the plans. Because of this, the legal definition of "spouse" is
  • Why are you paying more at the pump?
    Have you ever stood at the pump wondering why you're paying so much to fill up your vehicle? The answer is ... complicated. According to the U.S. Energy Information
  • Chart: Ten-Year History of U.S. Average Gas Prices
    Gas prices fluctuated widely in 2008, peaking at a high of $4.11 during the second week of July, then plummeting to $1.81 by the first week of December. Since 2008,
    
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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.

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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.