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.
- Feb
11Team Update
Dear Colleagues, Clients and Friends, Our firm continues to thrive and grow thanks to the collaborative efforts of all our Filbrandt Team and our valued clients. As leaders of...
- Nov
28Key Medicare Changes for 2019
Medicare’s annual open enrollment period is in progress through Friday, Dec. 7, 2018. It’s important for all Medicare-eligible university professionals to be aware of the changes in the government’s...
- 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...
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.