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Bringing An

Authentic Approach To

Financial Planning

From one Nebraskan to another, welcome to MJB.


Let’s Get Acquainted

Here Are a Few Things You Should Know About Us


We don’t work on Wall Street, and our suits don’t cost more than a car. Instead, when you walk through our doors you’re welcomed with warm lighting, cozy decor and smiling faces. We’re not stuffy, pushy or persistent. We are just here to help however we can.


 

Independent

 

We believe working with a financial planner doesn’t mean you should lose the right to manage your money your way. If you have a preferred asset custodian, insurance provider or tax professional, we encourage you to continue using who you’re comfortable with. And if you’re looking for a change in providers or professionals, we’re happy to help.

 

Fee-Only

 

Simply put, we work for you and only you. There’s no big corporation holding us up or holding us back. It’s just us, you and your finances. And that’s how we prefer it. We don’t make money by swaying you toward one service provider or another. We make it by developing a holistic financial plan you can use to find your financial freedom.


 

Fiduciary

 
 

Professional

 

We Believe In Simply More Life!


Financial planning is a balancing act between enjoying what you have today and preparing for the expenses of tomorrow. Over the years, we’ve worked with clients walking this fine line by helping them confirm and quantify their way of life. By understanding the lifestyle enjoyed today, we can work to maintain it tomorrow.


We Make Managing Your Money Our Priority So You Don’t Have To


It’s Time To Sit Back And Relax

Who We Are

Is Rooted In Where We Began

A Message From Matt

I was born and raised in Nebraska. My siblings and I grew up in your typical, midwest middle class family with the homegrown values to match. Growing up, we worked hard to get a good education by paying our way through college working paper routes and maintaining jobs during our high school and college careers.

As I entered the University of Nebraska Lincoln with a knack for math and science, a career in engineering just made sense. The jobs were available and the money was good. But stumbling into this career took me out of Nebraska. I landed at Intel Corporation, which was still in its infancy at the time. The company grew during the dot-com boom, but I had my Nebraskan roots to thank for keeping me well-grounded and level-headed during the stock market hype that came to follow.

All the while, I had a nagging feeling that this wasn’t the industry for me. After some serious self exploration, my attention turned towards earning a master’s degree in financial planning from Kansas State. With this renewed passion in life, my wife and I decided it was time to head home. We returned to Nebraska where we worked from the ground up to build a career in financial planning while raising our two sons. We survived the market meltdown of 2008 while slowly building our business. And with the addition of our daughter, our family has continued to grow and thrive in the state where it all began.

You know, it’s true what they say about our state,

“Nebraska … The Good Life”


At MJB, we value the good life and want our clients to as well by embracing the idea of Simply More Life!

-Matt Buckwalter, CFP®


Meet Our Team

Matt Buckwalter, MS, CFP® Photo

Matt Buckwalter, MS, CFP®

Principal
Read Bio

Matt Buckwalter, MS, CFP®

Principal

Email: matt@mjbfinancialplanning.com


Matt has been offering fee-only financial planning in Lincoln and Omaha, Nebraska since 2006. Today, he is the Principal advisor at MJB Financial Planning, LLC.

In wanting to offer his clients the best service possible, Matt earned his CERTIFIED FINANCIAL PLANNER™ designation through rigorous educational coursework, experience, comprehensive testing and a dedication to ongoing education. As a CFP®, he has taken an oath to adhere to the organization’s strict standards of ethics. 

Matt is also a member of the National Association of Personal Financial Advisors, or NAPFA. This organization is one of the nation’s leading networks of fee-only comprehensive financial planners.

Earning a Bachelor’s of Science and Master of Science in engineering from the University of Nebraska Lincoln, Matt went on to earn a Master of Science in family financial planning from Kansas State University.


Schedule a Time To Talk



Michele Buckwalter Photo

Michele Buckwalter

Office Manager
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Michele Buckwalter

Office Manager


Before joining MJB Financial Planning, LLC as office manager, Michele worked for The Arcand Company in Tualatin, Oregon where she gained valuable experience in accounting.

Michele graduated from Northern Arizona University in Flagstaff, Arizona. She was originally born in California, but Michele grew up near the mountains in Eastern Oregon before moving to Chandler, Arizona.

When not at work, Michele is focused on her family and enjoys reading, crafting and volunteering.



Why Are We Fee-Only?

Because We’re Financial Planners. Not Commission-Based Salespeople.


As part of our fiduciary duty, we don’t operate on commissions or receive referral fees. Instead, 100% of what we make comes from you. Which means our livelihood relies on our ability to bring you honest and comprehensive financial solutions.


Our NAPFA Fiduciary Oath means we shall:

  • Always act in good faith and with candor
  • Be proactive in disclosing any conflicts of interest that may impact a client
  • Not accept any referral fees or compensation contingent upon the purchase or sale of a financial product


Our Fees

While some may mistake fee-only with hourly planning, at MJB Financial we’re focused on offering comprehensive, all-encompassing financial planning with ongoing guidance - not just a quick fix.

There is no singular document or key we can deliver to help you find financial success. Instead, it takes planning, management, adaptation, implementation and ongoing adjustments over time. Just as you and your family evolve in a lifetime, your financial plan should too.

Our fees are disclosed in Item #5 of our firm brochure. This brochure provides clients and prospective clients with information about MJB Financial Planning, LLC and the qualifications, business practices and nature of our services. These should be carefully considered before becoming an advisory client. This brochure is also available on the SEC's website.


Are We Right For You?

While we have no asset minimums, our services are typically most valuable for those with an income of $150,000 or more or assets greater than $500,000.


Helping You Balance Your Wealth

At Any Stage In Life

If You’re a Nebraska Native, You Likely Grew Up With a Midwestern Mindset


Meaning you value hard work, education and remaining humble in times of prosperity. And while you’ve spent your life saving diligently and spending wisely, you may struggle to consider yourself wealthy.

There’s no flashy sports car in your driveway or megayacht docked at the lake. Instead, you’ve used your financial success to travel with loved ones, save for college and prepare for retirement. So when we say we help baby boomers manage their wealth, it’s people like you we’re talking about.


Have You Always Struggled With Finding a Better Way?


While you’ve never been particularly interested in the fine print of your financial plan, you may have always wondered if there’s a better way to be managing your wealth. Whether it’s a lack of trust in your own financial decisions or those of a previous advisor, coming to a fee-only planner like us means you’re confiding in a trusted and knowledgeable professional with your best interest at heart.


We May Be a Good Fit If You…

Are in Your

50's or 60's

Worry About Retirement

Work Hard to Keep Down Debt

Need a Trusted Partner


Does This Sound Like You?

Schedule a Get Acquainted Call Today

Are You More Focused On Your Family Than Your Finances?


Hopefully so, and that’s how it should be. Today’s business professional is busy building a career and growing their family. But as hard work blossoms into success, the complexities of a family’s financial picture will begin to grow as well.

At MJB, we help business owners, health care professionals and career-driven individuals balance their financial needs of today with their concerns for tomorrow.



We May Be a Good Fit If You...

Value Authentic Advice

Seek Straightforward Answers

Want to Avoid Sales Pitches

Appreciate Honesty


You and your spouse are both building your careers, which means your time together is valuable. We won’t waste it by trying to sell you on services or speak over your head.


Managing Your Money

With a Midwest Mindset

What Does Financial Planning Mean To You?

Your financial goals and needs are unique to you. Instead of offering generic services and solutions, we tailor our service to you. And because we have a fiduciary duty to do what’s best for you, we’ll take a holistic approach to understanding your current picture as we plan for your future needs.


We’ve Helped Our Clients

Strike a balance between saving for tomorrow and living for today
  • Gain financial clarity after years of not knowing where to begin.
  • Learn how to pull income from savings in retirement.
  • Find a way into a new home when stuck on how to make it happen.
  • Leveraging cash flow to eliminate student loan debt.
Keep Their Finances on Track
  • Make consistent progress on long-term plans.
  • Take action when needing a confidence boost.
  • Adapt to the inevitable changes in life.
Tailor an Investment Portfolio to personal needs
  • Strike a balance between competing family view points
  • Uncover the true costs of their investments.
  • Identify a path to making more of the markets work for them.
  • Manage concentrated stock positions.
  • Stay level-headed with investments during good and bad markets

What Are Your Biggest Financial Concerns?

Let’s See How We Can Help

Here’s How We’ll Work Together

Thinking about putting the future of your wealth in the hands of a stranger can get anyone’s heart racing and hands trembling. Before we even think of talking shop, we want you to really get to know us first.

Through a complimentary “Get Acquainted” call, we’ll ask a few big-picture questions about your finances, and you can ask us whatever you want. If we decide we’re a good fit for one another, we’ll schedule an Intro to MJB meeting. You’ll come in to discuss the in’s and out’s of your current financial situation and where you’d like to be later down the road. And if you’re ready to come on board, our team will then begin the process for creating an Initial Financial Plan.



Our Financial Planning Process Includes

Initial Financial Plan

Implementation Support

Quarterly Review and Reporting

End-of-Year Planning

Plan Reviews and Updates


Let’s Have a Conversation

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It’s Time To Enjoy

Simply More Life!

Helping Nebraskans In Lincoln and Omaha

Bring Balance To Their Personal Finances


Whether you’re a Nebraska native or recent transplant to the state, we’re happy to help you and your loved ones make the most out of your financial success. Get started today by scheduling your complimentary “Get Acquainted” call, or fill out the form below.

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