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
  • Saving or Investing: Is There a Difference?
    Financially speaking, the terms "saving" and "investing" are often used interchangeably. But the concepts behind these terms actually have some important differences.
  • Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
    Traditional economic models are based on a simple premise: people make rational financial decisions that are designed to maximize their economic
  • Open Enrollment Season Is Here: Give Your Benefits a Check Up
    Open enrollment season is your annual opportunity to review your employer-provided benefit options and make elections for the upcoming plan year.
  • Do I have to pay an additional tax on investment income?
    You might, depending on a few important factors.
  • How can I manage the net investment income tax?
    If you are subject to the 3.8% net investment income tax, there are strategies that may help you manage that tax. The tax is applied to the lesser of your net
    
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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.