Comprehensive Financial Planning

Filbrandt & Company is an independent financial services organization. Our firm provides comprehensive investment, retirement, and estate management services to university professionals. FCO has specialized knowledge and experience working with university employee benefit programs and retirement plans.

In our comprehensive financial planning approach, we:

  • Integrate financial planning
  • Consider tax planning, risk management, and budgeting choices for all areas
  • Focus on the principle that decisions in one area impact the entire financial planning process
  • Apply The Filbrandt Advantage© approach to all our clients’ needs

The Filbrandt process is simple: we help clients achieve their financial goals through careful estate planning, investment management and retirement planning. Our clients benefit from the process of teaching alternative strategies for creating and preserving wealth. The Filbrandt Advantage© is a continuous method of planning built on mutual respect and trust. Most importantly, we are dedicated to preserving and attaining the vision you want for your future.