A Guide for Investors

We created this guide to point you in the right direction and help you maintain your sanity and retirement accounts during market volatility. Effectively navigating volatile markets requires a list of clear, succinct, non-negotiable directives.

Learn More

“It’s not how much money you make. It’s how much you keep.” - Michael J. Filbrandt

Helping University Professionals Put All the Pieces in Place

When you partner with Filbrandt, we are your advocate for all your financial planning needs. As your financial advisor, planner, and trusted resource, we work with banks, attorneys, accountants, retirement plan vendors, investment brokers, university retirement offices, and insurance agents. We are proud to ensure that your best interests are always protected.

Retirement Planning

Retirement isn’t just about having enough money — it’s about making the right decisions to prepare for the financial independence, freedom, and flexibility you want when you retire.

Learn More

Estate Planning

University faculty have unique assets that are often not covered by a will. We help you coordinate all assets to avoid probate, protect your assets, reduce taxes, and maximize the wealth transfer to heirs.

Learn More

Investment Management

We help you to reduce risk and leverage the strengths of your University Custodians. We provide an independent approach and a Unified Portfolio that is invaluable. We act in your best interest always.

Learn More

Tax Planning

Efficient tax planning is an often-overlooked tool to increase assets. We look for diversification that gives you more control over the taxes paid currently, and in retirement.

Financial Planning Resource Center

Better than anyone, you understand the value of continuing to grow your knowledge. Peruse our library of free resources and improve your financial and estate planning literacy.

Filbrandt Reports and Ebooks

6 Things You Need to Know About Medicare

Read More

University Retirees Share What They Wish They Knew Before Retirement

Read More

Why Your Taxes Could Increase In Retirement And What You Can Do About It Now

Read More

5 Money-Saving Tips for University Employees During Open Enrollment

Read More

3 Hidden Risks of Consolidating Your Retirement Accounts

Read More

The 4 Employee Benefits You Must Replace When You Retire

Read More

Academic Work-Life Balance: 5 Ideas for How to Achieve It

Read More

Your 6-Step Checklist: How to Evaluate a Financial Planner

Read More
View All Reports and Ebooks

Recent Articles

Protect University Retirement Resources During Market Volatility

Read More

Know Before You Go: 4 Steps to Prepare for Retirement

Read More

Helping University Professionals Retire Well in 2022 and Beyond

Read More

Filbrandt Wealth Management joins forces with Savant Wealth Management

Read More

University Benefits eBook Available to Download Now

Read More

Our Clients Make a Difference with Charitable Giving

Read More

Market Update Vlog: What is Your Retirement Benchmark?

Read More

Filbrandt Vlog: Biden's Tax Plan, Part I

Read More
View All Blogs

Contact Filbrandt

If you have questions about your financial planning option, or would like to learn more about our services, please don’t hesitate to reach out!