800.431.9740 Client Login Meeting Center
Community Start Here
LATEST FILBRANDT NEWS:

Uncovering the Future Beyond Your Financials

We work exclusively with university leaders, expertly managing your unique financial assets to develop a comprehensive plan that will support your next passions in life.

Start Here Why Choose Filbrandt

“It’s not how much money you make. It’s how much you keep.” - Michael J. Filbrandt, Chairman of the Board

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 Planning

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

Estate Planning

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

Investment Management

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

Tax Planning

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

The Hidden Powers of Your Health Savings Account

Read More

Are You Leaving Money on the Table? Supplemental Plans Can Make or Break Your Retirement Goals

Read More

A Professor's Guide to Travel in the COVID-Era

Read More

Market Update: What is Your Retirement Benchmark?

Read More

University Retirees Share What They Wish They Knew Before Retirement

Read More
View All Reports and Ebooks

Recent Articles

University Benefits eBook Available to Download Now

Read More

TIAA to Pay Fine for Encouraging Higher-Fee Accounts

Read More

Market Update Vlog: What is Your Retirement Benchmark?

Read More

Filbrandt Vlog: Biden's Tax Plan, Part I

Read More

Filbrandt Vlog: Biden's Tax Plan, Part II

Read More

Filbrandt Vlog: Start with the End in Mind

Read 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
View All Blogs

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!