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.
Educate Yourself
You know the value of ongoing education. Improve your financial and estate planning knowledge with our ever-growing financial and estate planning resource library.
- Mar
28Threatening Phone Calls From Fake IRS Agents Surge During Tax Filing Season
During tax filing season, the Internal Revenue Service generally sees a surge in scam phone calls threatening such things as arrest, deportation and license revocation if the victim doesn’t...
- Mar
14How to Manage Your Portfolio in a Turbulent Environment
Human psychology is not a friend of successful investing. According to Warren Buffett, "Success in investing doesn't correlate with I.Q. … Once you have ordinary intelligence, what you need...
- Feb
15‘Full Retirement Age’ Shifting Closer to 67
If you were born in 1955 or later, be aware that your 66th birthday is not the day you should file for Social Security -- if you want your...
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.
Get A Second Opinion
On Your Finances
Are you on track to achieve your retirement goals? Schedule a complimentary financial review.
Schedule Your Review See Who We ServeLet's Talk
Questions? If you’d like to speak with somebody from our team, this is where to start.