We help 6 and 7 figure Individuals Become Financially Fit with a Personalized Roadmap.

Welcome to Credit Repair

WE HELP

TO GROW YOUR BUSINESS

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We Help Clients Get Success

Brandeis Financial is a full-service coaching and retirement planning company serving the unique needs of high-income employees and business owners. Our mission is to help people like you make their income last an entire lifetime. We work with you to find money that you are spending unknowingly and unnecessarily. .

We work with companies that our clients can trust.

About Us

We Help Clients To Get Success

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What we do.

Our Services

Financial Coaching

Cleaning your financial house is usually overlooked in today's busy world. Your making good money, but you don't know where it's going. Your thinking is that things should be further ahead than they are. We understand the frustration, overwhelm, and anxiety you might be feeling when your money is causing you stress, because I’ve been through it myself. I am not here to judge, but I am here to provide you with a personalized plan to help you achieve your unique financial goals. Let's clean up your financial house together.

Retirement Planning

Utilize annuities to save for retirement, protect existing retirement funds, and ensure a consistent income stream during retirement. With rising stock market volatility, annuities have gained popularity in retirement planning. These financial contracts between contract owners and insurance companies allow payments through lump sums or monthly installments, offering flexibility in securing your financial future.

Debt Elimination

Establishing a debt-free lifestyle is actually much simpler than most realize and is not a new concept. In fact, it is a tried-and-true concept that has been used by some of the richest people in the world. We use our exclusive software to produce a report that will expose you to the tax and interest savings you’ll be able to harness. The software will also show you, month by month, exactly how to achieve your goal. On average, we get people debt-free, including their mortgage, in 9 years or less.

Mortgage Protection

Secure a constant roof over your family's head with mortgage protection. This streamlined, easily acquired insurance safeguards your greatest asset. Tailored to provide a death benefit, it pays off all or part of your mortgage. Optional riders like disability income and return of premium are available, customizing coverage to each client's needs and budget through our diverse carriers.

Living Benefits

Guard against the financial strain of critical illnesses with Living Benefits Critical Illness Insurance. Upon diagnosis, receive a lump-sum benefit to alleviate the associated financial burden. Clients utilize this payout for preferred treatment, quality time with family, maintaining their homes, and bridging financial gaps left by typical medical insurance. Eligibility is determined by factors such as health, medical history, age, and occupation

Final Expense

Ease the financial burden of losing a loved one with final expense plans. Specifically crafted to alleviate the financial stress tied to death, these plans prepare and support clients during this challenging time. Available in different coverage amounts to suit various budgets, our diverse carriers ensure coverage options regardless of current health status.

What we do

Our Services

FINANCIAL CONSULTATION

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information to verify

CREDIT REPORTS

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PLANNING & CONDUCTING

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FINANCIAL CONSULTATION

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First, our partners gather some

information to verify

CREDIT REPORTS

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First, our partners gather some

information to verify

PLANNING & CONDUCTING

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First, our partners gather some

information to verify

How We Serve Families

We help families remove financial threats that could disrupt their happiness, hope, and healing.

Get Answers Today

The most important service we provide is

helping people like you get answers about

their finances and prepare for their future.

WHY WE DO WHAT WE DO?

Our Mission is to eliminate financial stress,

and create financial freedom in the shortest

possible time

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evaluation now

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41%

of Americans surveyed have no form of life insurance, though 84% of them say that most people need it.

80%

of working Americans have less than one year’s income saved for retirement, according to a recent report.

Staff

Our Team

Jasika Fersh

Founder

Ron Bil

CEO

Robin Cattor

Advicer

Life has changed. Isn't it time you reviewed your financial picture?

Do you know what your Income Gap is?

The income gap is the difference between what you make today and what you will receive in retirement. Has it been a while since you revisited your family’s needs for life insurance and plans for retirement? As your responsibilities for today and your expectations for tomorrow shift, the money decisions you make and the financial vehicles you count on should keep up with the flow of your life.

Let's take a new fresh look together.

History

History Of Our Company

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1500+

Successful Project

242+

Running Project

250+

Happy Clients

What client say about us

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Darcel Ballentine

Barone LLC.

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Leatrice Handler

Acme Co.

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