Updated:
MJB Financial Planning
MJB Financial Planning is a fee-only, independent firm based in Nebraska. It offers clarity, structure, and guidance for professionals navigating retirement...
Overview
MJB Financial Planning is a fee-only, independent firm based in Nebraska. It offers clarity, structure, and guidance for professionals navigating retirement planning in Lincoln and Omaha. The firm works as an independent, fee-only fiduciary providing ongoing financial planning, retirement income planning, investment management, and tax planning.
General information
Firm type
RIA
Year founded
2006
Location
Country
United States
City
Lincoln
Principals
Matt Buckwalter
Founder, MS, CFP®
Michele Buckwalter
Office Manager
Frequently asked questions
What is MJB Financial Planning's primary service offering?
As an RIA, the firm provides financial planning services to individuals and families, but specific service details are not publicly detailed.
Does MJB Financial Planning engage in direct investments or fund commitments?
The firm's investment structure and vehicle preferences are not disclosed in public records.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research MJB Financial Planning in Altss
Explore available research and relationship coverage for this adviser in Altss.