Check the background of this financial professional on FINRA's BrokerCheck.

Loans and Mortgages
• Does it make sense to re-finance my house?
• What type of mortgage should I choose?
• Should I pay off my mortgage?

Cash and Debt Management
• How can I save more and spend less?
• How much cash should I have in savings that is separate from my retirement money?
• What is the smartest way to pay off all of my debts?

Investment Management
• How are my investments doing? Can I do better?
• Are my investment properly allocated and diversified to reach my goals and objectives?
• IRA, 401(k), Roth, 529, ESA... so many choices, what is best choice for me?

Employee Benefits
• Do I have too much money in one stock?
• Should I put more into my 401k at work, or fund a Roth IRA?
• What should I do with my stock options at work?

Education Funding
• How much should I save for my kid's education? 
• What is the best way to fund my kid's education - Roth, 529 Plan, or ESA?

Retirement
• Will I ever have enough money to retire?  
• If I retire now, will I have enough to last my lifetime?
• How much income will I need after I retire?
• What is the smartest way for me to set up a monthly retirement income?

Taxes and Estate Planning
• How can I reduce my tax bill?
• Do I need a will or trust?
• I received an inheritance; what can I do with it?
• How can I minimize my estate taxes so I can leave more to my beneficiaries?
• Do I have enough insurance to protect my family?  Do I have too much insurance?

Repak Financial Services will be able to answer these types of questions and help to develop and/or implement a plan so you can achieve your financial goals and objectives. 

Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  
 
 
 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.
 


Check the background of this financial professional on FINRA's BrokerCheck.