Comprehensive Financial Planning
For University Professionals
Our proactive approach to financial planning services focuses on the individual goals and unique lifestyle you have as a university professor or physician.
"It’s not how much money you make. It’s how much you keep."
At Filbrandt & Company, we serve university professors and physicians nationwide—which means we understand your unique financial needs and your goals. If you’re like most university professionals, you have uncertainty about the future ahead but little time to learn how to manage your assets. A successful financial plan requires more than a portfolio management strategy. We call our approach comprehensive financial planning, and it may be exactly what you’ve been looking for. Meet the team behind it.
You know the value of ongoing education. Improve your financial and estate planning knowledge with our ever-growing financial and estate planning resource library.
Changes in required minimum distributions (RMDs) are among the focal points of current proposals in the executive and legislative branches of the U.S. government. One possible result of these...
A lottery ticket can transform an average working class person to a multimillionaire. You'd think their problems were solved, but professors who study those whose fortunes change in a...
One of the objectives of the Filbrandt & Company annual staff training and development day is to engage in team-building opportunities which give back to the local community. On...
The Filbrandt Reports
Filbrandt Web Classes
Our on-demand web class series is a convenient way to stay informed on critical financial planning topics. Our 3- to 5-minute web class videos analyze current financial issues and events affecting university professionals, and provide impactful strategies professors can implement.
Questions? If you’d like to speak with somebody from our team, this is where to start.