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
  • Quiz: How Much Do You Know about Social Security?
    You're probably covered under Social Security--according to the Social Security Administration, an estimated 165 million workers are*--but how much do you know about
  • 10 Basic Tax To-Dos for the Rest of 2014
    Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
  • What Is the Federal Reserve and What Does It Do?
    If you follow financial news, you've probably heard many references to "the Fed" along the lines of "the Fed did this or that," or "market watchers are wondering what
  • I just learned that my credit- and debit-card information was part of a data breach. What should I do?
    Now, more than ever, consumers are relying on the convenience of credit and debit cards to make everyday purchases, such as gas and groceries, and
  • I'm purchasing a new laptop. Should I also purchase an extended warranty to go along with it?
    If you've ever purchased an electronic device or major appliance, chances are you've been asked if you also wanted to purchase an extended warranty
    
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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.