Our Qualifications

Steve Repak is a Certified Financial Planner™ professional and has been providing financial advice and services for 25 years. Steve's expertise is in fundamentals of financial planning which includes developing spending plans/budgets, debt reduction plans, short term and long term investment management, and retirement distribution planning. Steve is able to advise on estate, insurance and tax planning issues. As an Army veteran, Steve is knowledgeable with regards to military pay & benefits and is able to address the financial challenges of military life and deployments for government employees, service members and their families.

Steve is dedicated to developing lasting relationships with all of his clients and would like the opportunity to helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with Steve is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that Steve can provide is a roadmap to working toward a more secure financial future.

Steve is looking forward to using his expertise to help you pursue your financial goals.