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University Retirement Summit

Do you have a goal to retire in the near future? Our University Retirement Summit is a series of bite-sized, on-demand videos that will teach you what you need to know before you start your next chapter.

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“It’s not how much money you make. It’s how much you keep.” - Michael J. Filbrandt

Helping University Professionals Put All the Pieces in Place

When you partner with Filbrandt, 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.

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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.

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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.

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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.

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 Recession Everyone's Predicting

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Three Steps to Protect Your Purchasing Power

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Test Your Retirement Readiness Knowledge

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Why Your Taxes Could Increase In Retirement And What You Can Do About It Now

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7-Step Checklist if You Haven't Begun Your Retirement Planning

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What’s Your Retirement Account Really Worth?

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University Retirees Share What They Wish They Knew Before Retirement

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The Tax-Efficient University Retirement

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Recent Articles

Protect University Retirement Resources During Market Volatility

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Know Before You Go: 4 Steps to Prepare for Retirement

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Helping University Professionals Retire Well in 2022 and Beyond

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Filbrandt Wealth Management joins forces with Savant Wealth Management

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University Benefits eBook Available to Download Now

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Our Clients Make a Difference with Charitable Giving

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Market Update Vlog: What is Your Retirement Benchmark?

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Filbrandt Vlog: Biden's Tax Plan, Part I

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Filbrandt Vlog: Biden's Tax Plan, Part II

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Contact Filbrandt

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!