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Retirement Plans
Pre Retirement

People do not plan to fail, but they do fail to plan. You must have a plan in place to ensure a comfortable retirement and we can help you develop a strategy to accomplish this. We believe it is never too late to start saving for retirement but we also know that the sooner you start planning for it, the better off you will be. The sad truth is that most people do not even consider retirement until they realize it is right around the corner and they are not as financially prepared for it as they would like to be. They must now save at a much higher rate to ensure a comfortable retirement. Let us help you harness the power of time when it comes to your finances.

Retirement

We believe that retirement distribution planning, or the amount you are withdrawing from your accounts during your retirement and how your remaining assets stay invested is the most critical aspect of retirement planning. We can help you develop strategies that can offer the highest probability of a financially independent retirement. We do not take the "one size fits all" approach. We understand that each client has different experiences, needs, and goals.
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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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