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.
- Nov
01How to Set Up Charitable Contributions for the Long Term
Are you charitably inclined? The most dramatic phenomenon in American charity in the last decade has been the rise of donor-advised funds, according to the Chronicle of Philanthropy. A...
- Sep
27Executive, Legislative Branches Considering RMD Changes
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...
- Sep
07Sudden Wealth Syndrome: Don’t Let it Happen to Your Children
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...
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.