February

27

Tuesday

6:30 PM

or

February

28

Wednesday

6:30 PM

or

March

1

FULL

Waitlist Only

Hy-Vee Club Room
5010 O St.
Lincoln, NE 68510

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Your Host, Dave Buchanan

Dave A. Buchanan – A native of Nebraska, Dave has been assisting those in or near retirement to help achieve their financial goals since 1996. Dave has served in the armed forces for six years and after his service attended the University of Nebraska where he obtained his degree in business. Dave specializes in the unique type of financial planning required to help his clients move from their working years and into their retirement years.

Dave Buchanan is an investment advisor representative of Gradient Advisors, LLC, an SEC registered investment advisor. Dave Buchanan serves Lincoln, Nebraska and the surrounding communities and provides financial planning and asset management. Our mission is to help provide the families and businesses we serve with innovative financial strategies and planning, that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Retirement & Wealth Solutions of Nebraska.

Retirement & Wealth Solutions of Nebraska provides investors custom-tailored investment strategies to meet short and long-term needs. We help provide full transparency in the form of separately managed accounts. Our goal at Retirement & Wealth Solutions of Nebraska is to help our clients realize their financial dreams by offering comprehensive solutions that apply both financial and insurance* solutions to achieve financial independence. As a fiduciary, Dave Buchanan is held to standards to put our clients’ interests first.

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We Will Address the Following:

  • Can you create a retirement income plan that lasts?
  • Will you receive your full Social Security benefit?
  • How much risk is your retirement savings exposed to?
  • Do you have access to technology that can make your retirement easier to manage?