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.

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“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.

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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.

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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.

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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.