Salvation Army

Meeting Community Needs: Filbrandt “Moves for A Good Cause”

Supporting the community and employee health and wellness are both primary focuses for Filbrandt.  We are doing our part to promote mental and physical well-being, as well as, giving back...

Posted: Dec 18, 2020 By Robert Klitzke

Walking Off Those Christmas Cookies With Santa

Meeting Community Needs: Filbrandt “Moves for A Good Cause”

Supporting the community and employee health and wellness are both primary focuses for Filbrandt.  We are doing our part to promote mental and physical well-being, as well as giving...

Posted: Dec 15, 2020

Staff Recognition White Bar

Recognizing Employee Excellence: Filbrandt Grows From Within

Professional development and employee growth are central principles of Filbrandt’s core values.  Our associates are our greatest assets in providing our clients ongoing financial planning.  Growth from within is...

Posted: Oct 20, 2020

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Find a Need and Fill It

HELPING PROFESSOR ACHIEVE GOAL SEEDS $1 BILLION SERVICE                           Twenty-five years ago, a University of Wisconsin professor and client asked me if we would manage his sizable Johns...

Posted: Oct 08, 2020 By Michael Filbrandt

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Employee Engagement and Safety: Filbrandt Finds Balance For Annual Staff Outing

In the “Coronavirus Era,” it is increasingly difficult, but more important than ever to engage and develop employees.  With the onset of social distancing and safety precautions, many of the...

Posted: Aug 13, 2020 By Robert Klitzke

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Good Planning Anticipates Market Volatility

The Market Reaction to the Coronavirus Emphasizes the Need for Financial Planning The coronavirus has created humanitarian, economic, and emotional concerns. Today, let’s focus on the latter two items, placing...

Posted: Feb 28, 2020

Comprehensive Financial Planning Puzzle New Colors

Is Your Financial Puzzle Incomplete?

President's Blog: Comprehensive Planning Spending time with family is a pleasure that we all share. We recently spent several days with my nephew and his family skiing and hiking. My...

Posted: Feb 03, 2020 By Patricia Filbrandt

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"The Good, The Bad, and The Ugly" of The Secure Act of 2020

Chairman's Blog: SECURE Act What you need to know now in order to protect your retirement plan assets from this latest government grab. Call me a skeptic, but whenever the...

Posted: Jan 09, 2020

Retirement

Getting Close To Retirement? Opportunity is Knocking...Open the Door!

A Message From the Chairman Many years ago, twelve to be exact, I was meeting with a sixty five year old University professor in her office and she was telling...

Posted: Nov 06, 2019