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Ready for a Financial Partner?

It's time to make what's good about your Personal Finances, better!


Let’s Get Acquainted

Here Are a Few Things You Should Know About Us


We don’t work on Wall Street or wear expensive suits. We’re not stuffy, pushy or persistent. We are just here to help make life easier for you so you can focus on the things that matter most!

 
 


 

Independent

 
 

Fee-Only

 


 

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 helped our clients confirm and quantify their way of life. By understanding the lifestyle enjoyed today, we can work to maintain it tomorrow.


We Make Personal Finance 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 raised in Lincoln, 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 - 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 a relatively unknown company at the time. They 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 with the boom.

All the while, I had a nagging feeling that this wasn’t the career for me. After some 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.

-Matt Buckwalter, CFP®


Meet Our Team

Matt Buckwalter, MS, CFP® Photo

Matt Buckwalter, MS, CFP®

Principal
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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 became a CERTIFIED FINANCIAL PLANNER™ Professional through rigorous educational coursework, experience, comprehensive testing and a dedication to ongoing education. Matt has taken an oath to adhere to the CFP® Board of Standard'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 Professionals, 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 is aligned with 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

At MJB Financial Planning we’re focused on offering customized financial planning and management of portfolios of investments supporting the financial planning (also called Wealth Management). It is not a one-time or as-needed service. It's an ongoing relationship that evolves with your changing circumstances and an ever-changing world.

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 mature 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?

Our services aren't for everyone. 

While we have no minimums, our services are typically most valuable for Married Professionals with income of $200,000 or more or those approaching retirement with savings of more than $500,000. Even if this doesn't describe your situation, we can discuss your options during a Get Acquainted Call.


Helping You Balance Your Finances

At Any Stage In Life


When is it Time for Professional Retirement Planning?


Up until now, you've done the heavy lifting for your retirement planning. You have figured out how much to save and where to put your savings. You've pieced together advice from books and the internet, friends and coworkers, and may have worked with an insurance agent or broker. All the while, you've felt like there ought to be a better way. Now that retirement is just around the corner, you recognize there is a lot at risk and want to get it right.

We May Be a Good Fit If You…


Are in your

50s or 60s

Want to Worry Less

Need Help Managing Retirement Savings

Ready to Partner

with a Professional



So when we say we help you plan for retirement, it is people like you we are talking about.


Does This Sound Like You?

Schedule a Get Acquainted Call Today

Are You Focused On the Right Priorities?


Today’s 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 grows as well.



We May Be a Good Fit If You...

 Wish the Complex
Was Simpler

Need Help Staying on Track

Want a Professional, Not a Salesperson

Prefer a Big Picture View


At MJB, we help married professionals simplify complexities through professional financial planning.


Managing Your Money

With a Midwest Mindset

What Does Financial Planning Mean To You?

You deserve a professional approach to financial planning because your financial goals and needs are unique to you. Instead of offering generic services and solutions, we tailor our service to your needs. And because life can be full of surprises, we don't stop there. We help you adapt to the inevitable changes. Our independent approach as a fee-only fiduciary, gives you the added comfort of knowing we are doing what's best for you.


We Help Our Clients

Ongoing Financial Planning
Retirement Income Planning
Tax Efficient Investing


What Are Your Biggest Financial Concerns?

Let’s See How We Can Help

Here’s How We’ll Work Together

Thinking about putting your financial future in the hands of a stranger can make anyone uncomfortable. Before we even think about taking the lead, we want you to really get to know us first. We approach the process of getting to know one another one step at a time.

Through a complimentary “Get Acquainted” call, we’ll answer questions about who we are, how we help our clients, and who might be a best fit for the service we offer. This should only take about 15 minutes by phone.

If it looks like we are able to help you in the same way we help our other clients, we’ll invite you for an Introduction to MJB meeting in our Lincoln or Omaha office or, if you prefer, we can meet online by computer. This meeting is where we will show you how our financial planning process can add the most value to your unique circumstances.

When you're ready to come on board, we will then begin the process for creating an Initial Financial Plan.



Our Financial Planning Process Includes

Initial Financial Plan

Investment Management

Tax Planning

Retirement Income Planning

Annual Plan Reviews


Let’s Have a Conversation

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It’s Time To Enjoy

Simply More Life!

Helping Nebraskans In Lincoln and Omaha

Manage Financial Complexity and Prepare for Retirement


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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