Life-Benefits is powered by Brake Financial and was created in partnership with Integrity Advisory Group. The idea came about as a result of helping our clients find an optimal way to save for college and create a meaningful legacy for their children in the process. We were surprised by the lack of knowledge parents and grandparents have around this topic. So, we’ve made it our personal mission to help educate as many families as possible understand all the college funding options available, in order to make the best decision for their children and their household.
Our commitment to excellence is evidenced by the selection of our staff and the quality of their work. We pride ourselves in having a team that sincerely cares, really listens, and puts the client’s interest before their own.
In short… we treat clients the way we would want to be treated. It’s our exuberant commitment: to put you above all else.
We are relaxed, open and informal, but at all times we are efficient, professional and effective. Our down-to-earth style and practical experience come from a long-time culture of helping people and feeling passionate about doing so.
Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less.