“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 & Company, 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.
Filbrandt & Company 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
University Retirees Share What They Wish They Knew Before RetirementRead More
Biden's Tax Plan, Part II: Navigate Future Estate Tax ChangesRead More
Biden's Tax Plan, Part I: Impacts on Federal Income Tax and Estate TaxRead More
The Filbrandt Report: Start with the End in MindRead More
Retiring Earlier Than Planned? A 7-Step Retirement ChecklistRead More
7 Steps to Protect Your RetirementRead More
Market Update: Investing in a Low-Yield Environment: Unusual Strategies for Unusual TimesRead More
Market Update: Does Concentration in Top 5 Stocks Signal Imminent Crash?Read 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
Filbrandt Vlog: Start with the End in MindRead More
Letter From the Chairman: “Don’t Look Back; Something Might be Gaining on You.”Read More
Meeting Community Needs: Filbrandt & Company “Moves for A Good Cause”Read More
Find a Need and Fill ItRead More
Employee Engagement and Safety: Filbrandt & Company Finds Balance For Annual Staff OutingRead More
Good Planning Anticipates Market VolatilityRead More
Contact Filbrandt & Company
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!