“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
No Attorney Needed: Your Estate Plan in Two Simple StepsRead More
The Hidden Powers of Your Health Savings AccountRead More
Simplifying Your Financial LifeRead More
Market Update: The Other TaxRead More
Are You Leaving Money on the Table? Supplemental Plans Can Make or Break Your Retirement GoalsRead More
Create a Meaningful RetirementRead More
A Professor's Guide to Travel in the COVID-EraRead More
Two Major Estate Planning MythsRead More
University Benefits eBook Available to Download NowRead More
Our Clients Make a Difference with Charitable GivingRead 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
Filbrandt & Company Secures Donations for The Salvation ArmyRead 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
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!