MJB Financial Planning, LLC is an independent, family-owned Financial Planning and Wealth Management firm. We have been offering Fee-Only Financial Planning to clients in the State of Nebraska since 2006. We are committed to working in the best interest of our clients and never work on commission-based sales given their inherent conflict of interests. We value the importance of knowledge, experience, and the role of the financial advisor as a fiduciary – demonstrated by our commitment in meeting and maintaining the professional standards of the Certified Financial Planners Board of Standards, Inc and our membership in the National Association of Personal Financial Advisors. You might say that our clients receive financial planning on their terms.

Who Are Our Clients? They include individuals and families seeking professional help with their finances because they don’t have the time or interest to manage them and they sense there ought to be a better way. Our clients value working as a team and recognize the need to focus some of their own time and effort on making their goals real.

Approaching Retirement? Many people seeking our assistance are approaching retirement age. We help them refine their situation for this important milestone. Financial Planning with a focus on this stage in life helps these clients with an improved understanding of their retirement goals. We work together to create a solid strategy for this important life transition.

Investment Approach. We offer an investment approach that removes speculation from the management of an investment portfolio. Our approach is founded on the understanding that capital markets work and that investors are rewarded for the investment capital they supply to these markets. We believe that investors have worked hard for their savings and that their plans deserve a sound strategy based on investing science. Click here to learn more

Medical and Technical Professionals. We have found that many of our clients are medical professionals (nurses, doctors, physician’s assistants), technical professionals, single women, and/or U.S. Residents (non-citizens). We do not serve these groups exclusively, but people belonging to these groups will find a high level of expertise when working with us.