Meet Dave Buchanan
Dave Buchanan, President
We can help you find the answer to your individual retirement “Math Problem” and bring everything together in a plan based on your needs.
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. Preparing for retirement can be “A huge math problem” and getting the right answer is vital. You need to consider everything such as:
- Getting the right Medicare coverage
- Maximizing your Social Security Benefits and filing correctly
- Are your investments in line with your goals and risk tolerance
- Knowing where your income is going to come from
- Not outliving your assets
- Life insurance needs
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.
*Insurance offered through Dave Buchanan, independent agent.
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A virtual “safety deposit box” for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view. All data is secured with a SSL Certificate, one of the strongest encryption key available, and adheres to compliance and regulatory requirements.Vault Login
Meet Our Strategic Alliances
Wayne Schmidt, CFA®
Chief Investment Officer of Gradient Investments, LLC
Michael Binger, CFA®
Senior Portfolio Manager of Gradient Investments, LLC
Mariann Montagne, CFA®
Senior Investment Analyst of Gradient Investments, LLC