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Ready for a Financial Partner?

It's time to make what's good about your retirement plans, 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

 

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, a fee-only advisor works 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 reach your financial goals.


 

Fiduciary

 

As fiduciaries, we’re here to advocate for your financial future. While we develop plans, solutions and strategies, you can have the peace of mind that we’re acting only in your best interest.

 

Professional

 

Our founder, Matt Buckwalter, is a CERTIFIED FINANCIAL PLANNER™ professional. But why is that important for you to know? Because Matt is held to the CFP® Board of Standards, which contains one of the highest levels of ethical standards in the industry.


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 Retirement Planning Our Priority So You Don’t Have To


It’s Time To Sit Back And Relax

Professionals Helping Professionals

Plan for Retirement

Why Professionals?

You are an achiever who has put a lot of pressure on yourself to be the best at what you do. You built your career by seeking out higher education, working long hours, and committing to high standards. Just like you, we take pride in what we do and enjoy working with those who take pride in their work, too. 


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 an attorney, doctor, professor, or other professionals and... 


Are in your 50s or 60s Lincoln, NE MJB Financial Planning, LLC

Are in your

50s or 60s

Want to Worry Less Lincoln, NE MJB Financial Planning, LLC

Want to Worry Less

Need help managing retirement savings Lincoln, NE MJB Financial Planning, LLC

Need Help Managing Retirement Savings

Ready to Partner with a Professional Lincoln, NE MJB Financial Planning, LLC

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

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 finanancial planning while raising our two sons. We survived the market meltdown of 2008 while 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
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 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
Read Bio

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.



Managing Your Money

With a Midwest Mindset

What Does Retirement Planning Mean To You?

You deserve a professional approach to retirement planning because your 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
  • Balance today's Lifestyle with tomorrow's goals.
  • Prioritize saving, spending, and paying down debt.
  • Make consistent progress on long-term savings goals.
  • Take action when needing a boost of confidence.
  • Know when things get off track.
  • Adapt to the inevitable changes in life.
Retirement Income Planning
  • Decide how much savings to take from different retirement accounts.
  • Leverage Qualified Charitable Deductions (QCDs).
  • Plan for Required Minimum Distributions (RMDs).
  • Plan for the different income Tiers for Medicare Premiums.
  • Optimize the timing of claiming a pension and social security benefits.
  • Plan for healthcare costs.
Tax Efficient Investing
  • Match portfolio risk to spending goals and risk tolerance.
  • Optimize tax placement of securities.
  • Uncover the true cost of investments.
  • Identify a path to making more of the markets work for them.
  • Manage concentrated stock positions and equity compensation.
  • Stay on track with investments during good and bad markets.
  • Strike a balance between competing family view points.


What Are Your Biggest Financial Concerns?

Let’s See How We Can Help

Here’s How We’ll Work Together

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. This meeting is where we will show you how our financial planning process can add the most value to your plans for retirement.

When you're ready to come on board, we will then begin the process for creating your unique retirement plan.



Our Financial Planning Process Includes

Step 1 Initial Financial Plan Lincoln, NE MJB Financial Planning, LLC

Financial Plan

Step 2 Investment Management Lincoln, NE MJB Financial Planning, LLC

Investment Management

Step 3 Tax Planning Lincoln, NE MJB Financial Planning, LLC

Tax Planning

Step 4 Retirement Income Planning Lincoln, NE MJB Financial Planning, LLC

Retirement Income Planning

Step 5 Annual Plan Reviews Lincoln, NE MJB Financial Planning, LLC

Plan Reviews


Our Fees

We are committed to helping our clients achieve a successful retirement outcome. This partnership isn't about any one single task we may do for our clients but the overall result. We accomplish this as part of our wealth management service, which combines comprehensive financial planning and investment management. It is not a one-time or as-needed service. It's an ongoing relationship that evolves with changing circumstances and an ever-changing world.

We charge a 1% annualized fee (billed quarterly). Our fees are disclosed in Item #5 of our firm brochure. This brochure provides clients and prospective clients with information about the qualifications, business practices, and nature of our services.


Are We Right For You?

While we have no minimums, our services are typically most valuable for individuals and couples with retirement savings of more than $750,000.

Let’s Have a Conversation

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It’s Time To Enjoy

Simply More Life!

Helping Professionals 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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