Financial advice for individuals, small businesses and corporations.

CONNECT

Address:

6917 Makers Way
Apollo Beach, FL 33572

Phone:

+1-813-431-2640

G.A. Repple

Our Company

G.A. Repple was founded in 1982, and was created to serve people by providing tax planning, investment advice, retirement planning, asset management, generational wealth distribution and charitable planning.

 

Our Seven Principles of Investing

 

  1. 1. Maximum Diversification

  2. 2. Risk Management

  3. 3. Tax Efficiency

  4. 4. Portfolio Structure

  5. 5. Portfolio Management

  6. 6. Moral Investment Screening 

  7. 7. Risk Suitability  

 

Our Mission

At G.A. Repple & Company we strive to empower our clients, advisors, and employees to "Invest Where It Matters". This philosophy is founded in the idea of pouring out time, talents, and treasures into what matters most in life - our faith, family, finances, freedom, and philanthropy. Rather than solely offering to invest finances for richer bank accounts, G.A. Repple offers a holistic approach with the outcome of an abundant richer life.

 

Wealth Management

 

  • -Financial and Estate Design

  • -Asset Management Services 

  • -Estate Administration

  • -Financial Tolerance Testing

  • -Retirement Planning Analysis

  • -Educational Funding Planning

  • -Secure verses Variable Income Review

  • -Moral Investment Assessment

  • -Diversification Optimization Review

  • -Review wills, trusts, and current estate plan

  • -Maximize wealth to heirs and charity

  • -Minimize taxes, expenses, and delays in distribution of  wealth to heirs and charity

  • -Tax Strategies for Selling a business, Real Estate and  Exercise of Stock Options.

  • -Church and Ministry Sustainability

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