Matt Buckwalter
CFP®
MJB Financial Planning, LLC
Principal
Matt Buckwalter
CFP®
MJB Financial Planning, LLC
Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Matt Buckwalter, CFP®
Fee Only Financial Planner with offices in Omaha and Lincoln, NE
Matt Buckwalter is a Lincoln, NE fee-only financial planner. MJB Financial Planning provides comprehensive and objective retirement planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Matt Buckwalter is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Matt Buckwalter is a Fee Only Financial planner in Lincoln, NE & Omaha, NE. Matt is the Principal at MJB Financial Planning, LLC. Matt has been offering Fee-only Financial Planning in Nebraska since 2006. He has Masters degrees from UNL and KSU.
Matt’s Story
After college, I stumbled into my career and out of Nebraska - never really had much of a desire to leave. Luck led to very exciting work with great people and lots of opportunity. I met Michele in Arizona and we started our family in the beautiful Pacific Northwest. Even with all that was going right, there was a nagging feeling there ought to be more. That nagging feeling evolved into MJB Financial Planning, LLC.
Motivation
Although I began my career as an engineer and spent more than a decade working for Intel Corporation in Arizona and Oregon, I’ve discovered that my analytical but compassionate personality is well suited to owning a business that helps people with their finances. The company tagline “Simply More Life!” is personally meaningful to me and was consciously chosen to reflect what I want to accomplish for myself and others. “Simply More Life!” means more focus on what’s personally important to you. This might mean less of your energy is directed towards your personal finances.
I have been told that I’m well organized and focused on goals. It’s probably less that I am organized and more that I see the value in how structure and process make achieving long-term goals possible. I credit my Nebraska roots for giving me a combination of patience, quiet stubbornness, and the ability to think for myself. So, this is what I do and do well. It is one of the benefits my clients receive when working with me.
Experience
Matt Buckwalter, CFP® is the firm Principal and has been practicing Fee-Only financial planning since 2006. Prior to starting his own business, Matt held various roles for Intel Corporation in Chandler, Arizona and Hillsboro, Oregon.
Qualifications
Matt is a CERTIFIED FINANCIAL PLANNER(TM) Professional the requirements for which include: educational, experience, completion of a comprehensive exam, adherence to ethical standards, and completion of ongoing continuing education.
The Certified Financial Planner Board of Standards Inc. (CFP Board) is a nonprofit professional regulatory organization founded in 1985 whose mission is to help people benefit from competent, professional and ethical financial planning. The CFP Board grants the CFP® Certification. This is the recognized standard of excellence for financial planners.
Education
Matt has a Master of Science from Kansas State University in Family Financial Planning. He also has Bachelor of Science and Master of Science degrees from the University of Nebraska – Lincoln in engineering.
He is a member of the National Association of Personal Financial Advisors (NAPFA). NAPFA is “the nation’s leading organization of Fee-Only comprehensive financial planning professionals."
Matt Buckwalter is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Busy Professionals with Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Matt Buckwalter is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Matt Buckwalter is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Matt Buckwalter
Office Locations:
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1520 South 70th Street
Suite 104
Lincoln, NE 68506 -
12020 Shamrock Plz
Suite 200
Omaha, NE 68154
