MJB FINANCIAL PLANNING

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 college, retirement, and legacy planning goals... To get started on the financial planning, we offer a limited scope financial planning service. In this limited engagement, the firm will conduct an assessment of the client's financial situation following an initial goal-setting meeting and, depending upon the client's stated financial goals, provide financial planning recommendations in such areas as cash flow planning, goal planning, and investment planning at a conclusory presentation meeting. The fee for this service is $2,500.

Also known as: MJB Financial Planning, LLC

Primary location: Lincoln United States