We're the Experts in Retirement Planning and Providing Debt Elimination Strategy to everyone!

Not Consolidation, Not Bankruptcy Not Refinancing - We Eliminate

Brandeis Financial Services

Brandeis Financial is a full-service retirement planning company serving the unique needs of employees and business owners. Our mission is to help people like you make your income last an entire lifetime because you deserve to have a comfortable retirement. We are a national brand and our agents are trained to understand your unique needs.

Get Answers Today

The most important service we provide is helping people like you get answers about their finances and prepare for their future.


Our Mission is to eliminate financial stress, and create financial freedom in the shortest possible time

Call us:

727 455 0203

How We Serve Families

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


Are You Ready for a Financially Check up?

Many Americans are not prepared for financial curveballs that can strike without warning. We help position your family to tackle life’s little surprises so you don’t become a statistic.

Who are our customers?

There are 5 types of people or investors we can help:

1. People who are burden and stressed by debt and want to eliminate it as quickly and painlessly as possible so you can enjoy the life you want to have.

2. Homeowners or investors who want to create equity rapidly so they can leverage that money out and reinvest it quickly to start building wealth.

3. People who have just refinanced or are thinking of refinancing. Or people who have just purchased a home on these higher rates.

4. People or professional's who would like to own their own business and grow it at their own pace remotely.

5. Teachers, State Employees that need financial planning without incurring a cost


Debt Elimination

Establishing a debt free life style is actually much simpler than most realize and is not a new concept, In fact, it is a tried and true concept which has been used by some of the richest people in the world. Our team of consultants will walk you through the process. We use our exclusive software to produce a report that will expose to you 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.


Living Benefits

Shield yourself from the financial burden that a critical illness can bring.

Living Benefits Critical illness insurance is medical insurance that provides a lump-sum benefit upon diagnosis of a covered critical illness or condition. This payout helps our clients avoid the financial burden that can be created by those illnesses. Our clients have found this benefit payout useful for getting the treatment they want, spending time with their family and friends, keeping their home, and filling in the financial gaps left by most medical insurances. Individuals must qualify for critical illness coverage which is dependent on a number of factors including current health and medical history, age, and occupation.


Final Expense

Reduce or remove the financial stress from the loss of a loved one..

The loss of a loved one in death is an emotionally difficult experience. Final expense plans are designed to remove, or offset, the financial stress that is associated with death. Our clients are able to use final expense plans to help their clients prepare for their difficult time. These plans are available in varying coverage amounts to fit a variety of budgets. Due to the diversity of our carriers, Our agents are able to find coverage for their clients no matter what their current health status may be.


Mortgage Protection

Ensure that your family always has a roof over their heads.

Mortgage protection is a simplified, quick issue insurance that is used to protect our client's greatest asset. Mortgage protection plans are designed to provide a death benefit to pay off all, or a portion of, a client's mortgage. Optional riders are available in most states, such as disability income and return of premium, which refunds all, or part of, the premium paid if the policy is unused. This product, offered by many of our carriers, can be customized to fit each client's needs and budget.


Retirement Planning

An annuity can be used to save for retirement, preserve funds already saved for retirement and to provide a steady stream of income during retirement. They have become a very popular choice for retirement planning, especially with the stock market volatility over the last decade. Annuities are financial contracts between an insurance company and contract owners. Payments into an annuity can be made via a lump sum, or a series of monthly payments to the insurance company.

We work with companies that our clients can trust.


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


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

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

Do you know what your Income Gap is?

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.

Jeff Brandeis


About Us





727 455 0203

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