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Financial Planning Services 

Repak Financial Services can be engaged to prepare comprehensive financial plans covering the following areas, as applicable to each client’s need: investment allocation, risk management, retirement planning, tax planning, education planning, insurance planning, cash management (spending plans) and estate planning.

The planning services offered can be as broad or narrowly focused as the needs of the client.

Initial Consultation / Meeting is typically complimentary.

Hourly consultation after initial meeting is at a rate of $250 an hour with a 1 hour minimum.

Financial Goal Plans, Lifetime Income Plans, and Asset Allocation plans using MoneyGuidePro™ starting at $1,500 a plan.  Includes 1 year of online access to the completed plan. 

Complete planning for demanding client situations is also available and can range from $2,500 – $3,500 depending on complexity. Includes 1 year of online access to the completed plan.



Investment Management 

You may also choose to engage Repak Financial Services to develop or implement an investment strategy. 

Our investment management service provides you with the initial design and recommendations for your investment plan, monitoring and adjustments, and periodic review of your portfolio which are typically conducted quarterly each year.

Your risk tolerance, goals, tax position, time horizon and cash flows are all considered in constructing a written investment policy statement (IPS) specifically designed for your unique situation. 

We believe that risk management is a crucial part of portfolio design and it is not always how much you make in an up market but how much you keep in a down market. 

Annual investment advisory fee is based upon a percentage (%) of the market value of the assets placed under our management and which is generally 1.00% - 2.00% depending on the total amount of assets to be managed.
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 Securities, insurance and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and registered investment advisor.  Repak Financial Services is marketing designation.

This communication is strictly intended for individuals residing in the state(s) of CO, FL, GA, MS, MT, NC, SC and TX. No offers may be made or accepted from any resident outside the specific states referenced.

© 2016 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, MT, NC, SC and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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