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.
One way to deter identity thieves in 2018 is to file your tax return as early as possible. A common tactic of identity thieves is to file fraudulent tax...
If you’re a professor with a university retirement account containing hundreds of thousands of dollars, you have a great start on a successful retirement. But most, if not all...
This is the time of year when you begin to see and hear lots of advertisements for insurance and benefits companies. They want you to keep them in mind...
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.