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MJB | Fee-Only Certified Financial Planner | Investment Adviser | Wealth Management | Omaha NE | Lincoln NE

Fee-Only Investment Advisor & Certified Financial Planner (TM) Professional helping you manage your finances in and around Lincoln & Omaha, Nebraska.

http://www.mjbfinancialplanning.com/

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MJB FINANCIAL PLANNING, LLC

MATT BUCKWALTER

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MJB FINANCIAL PLANNING, LLC

MATT BUCKWALTER

1520 S 7●●●●●●●● STE 104

LI●●LN , NEBRASKA, 68506

UNITED STATES

1402●●●●0914
MA●●@MJBFINANCIALPLANNING.COM

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MJB | Fee-Only Certified Financial Planner | Investment Adviser | Wealth Management | Omaha NE | Lincoln NE | mjbfinancialplanning.com Reviews
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Fee-Only Investment Advisor & Certified Financial Planner (TM) Professional helping you manage your finances in and around Lincoln & Omaha, Nebraska.
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MJB | Fee-Only Certified Financial Planner | Investment Adviser | Wealth Management | Omaha NE | Lincoln NE | mjbfinancialplanning.com Reviews

https://mjbfinancialplanning.com

Fee-Only Investment Advisor & Certified Financial Planner (TM) Professional helping you manage your finances in and around Lincoln & Omaha, Nebraska.

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mjbfinancialplanning.com mjbfinancialplanning.com
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MJB | Fee-Only Certified Financial Planner | Investment Adviser | Wealth Management | Omaha NE | Lincoln NE

http://mjbfinancialplanning.com/independent

Lincoln and Omaha: (402)817-0914. Lincoln and Omaha: (402)817-0914. Client Meeting – Lincoln. Client Meeting – Omaha. Client Meeting – Phone/Online. Morningstar Client Web Portal. Freedom to choose the best! Schedule a Get Acquainted call - no cost or obligation. Disclosure * Privacy Policy. MJB Financial Planning, LLC. Middot; Designed by. Middot; Powered by.

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MJB | Fee-Only Certified Financial Planner | Investment Adviser | Wealth Management | Omaha NE | Lincoln NE

http://mjbfinancialplanning.com/blog

Lincoln and Omaha: (402)817-0914. Lincoln and Omaha: (402)817-0914. Client Meeting – Lincoln. Client Meeting – Omaha. Client Meeting – Phone/Online. Morningstar Client Web Portal. Let's have a conversation! Schedule a Get Acquainted call - no cost or obligation. Seven Cautions When Selling a Mutual Fund for a Tax Benefit. This entry was posted on. December 28, 2015. The Gift “Getting” in Gift Giving. This entry was posted on. December 14, 2015. Bump Up Year-end Savings to the Max. This entry was posted on.

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MJB | Fee-Only Certified Financial Planner | Investment Adviser | Wealth Management | Omaha NE | Lincoln NE

http://mjbfinancialplanning.com/financial-planning

Lincoln and Omaha: (402)817-0914. Lincoln and Omaha: (402)817-0914. Client Meeting – Lincoln. Client Meeting – Omaha. Client Meeting – Phone/Online. Morningstar Client Web Portal. Personal finance designed for you! Schedule a Get Acquainted call - no cost or obligation. Who Are Our Clients? Busy With Career and Family? Solutions for Busy Professionals. Balancing today’s spending with tomorrow’s financial goals. Managing investments across multiple retirement and investment accounts. A growing nest egg is...

4

MJB | Fee-Only Certified Financial Planner | Investment Adviser | Wealth Management | Omaha NE | Lincoln NE

http://mjbfinancialplanning.com/fee-only

Lincoln and Omaha: (402)817-0914. Lincoln and Omaha: (402)817-0914. Client Meeting – Lincoln. Client Meeting – Omaha. Client Meeting – Phone/Online. Morningstar Client Web Portal. Compensation and relationship aligned! Schedule a Get Acquainted call - no cost or obligation. Fee-only firms do not receive a commission on the sale of financial products nor do they receive referral fees - 100% of the fee is paid directly by the clients. Why a Fiduciary Standard? How to find a Financial Planner.

5

MJB | Matt Buckwalter, CFP® | Fee-Only Certified Financial Planner | Investment Adviser | Wealth Management | Omaha NE | Lincoln NE

http://mjbfinancialplanning.com/about-us

Lincoln and Omaha: (402)817-0914. Lincoln and Omaha: (402)817-0914. Client Meeting – Lincoln. Client Meeting – Omaha. Client Meeting – Phone/Online. Morningstar Client Web Portal. Experienced, professional, local! Schedule a Get Acquainted call - no cost or obligation. Matt Buckwalter, MS, CFP. Matt Buckwalter is a Fee Only Financial planner in Lincoln, NE and Omaha, NE. He is the Principal at MJB Financial Planning, LLC and has been offering Fee-only Financial Planning in Nebraska since 2006. Is a nonpr...

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