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.
“It’s not how much money you make. It’s how much you keep.”
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 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
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
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
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
The Recession Everyone's PredictingRead More
Evidence-Based InvestingRead More
Three Steps to Protect Your Purchasing PowerRead More
Test Your Retirement Readiness KnowledgeRead More
Why Your Taxes Could Increase In Retirement And What You Can Do About It NowRead More
7-Step Checklist if You Haven't Begun Your Retirement PlanningRead More
What’s Your Retirement Account Really Worth?Read More
University Retirees Share What They Wish They Knew Before RetirementRead More
Protect University Retirement Resources During Market VolatilityRead More
Know Before You Go: 4 Steps to Prepare for RetirementRead More
Helping University Professionals Retire Well in 2022 and BeyondRead More
Filbrandt Wealth Management joins forces with Savant Wealth ManagementRead More
University Benefits eBook Available to Download NowRead More
Our Clients Make a Difference with Charitable GivingRead More
Market Update Vlog: What is Your Retirement Benchmark?Read More
Filbrandt Vlog: Biden's Tax Plan, Part IRead More
Filbrandt Vlog: Biden's Tax Plan, Part IIRead More
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!