Are you on track for retirement?

The question isn’t at what age to retire, it’s what income.

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Our Mission

Our clients come first. We aim to provide you with the highest level of personal service and professional skills. It is our approach as your financial architect to be your single point of reference on all aspects of financial planning and wealth management. Our goal is to help empower you to navigate today’s complex financial world.

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.

What We Do

Learn About Our Services

We empower you to navigate today’s complex financial world.

We Educate You

We hold educational workshops Social Security Maximization, Legacy Planning and more.

Generational Vault

Our system keeps your financial information safe and secure.

Are You Retirement Educated?

Our Services

Retirement Planning

Financial Planning

Investment Management

Income Planning

Wealth Management

Social Security Maximization

Long-Term Care

Life Insurance

Medicare

Insurance Solutions

Legacy Planning

Our Upcoming Seminars

There are no upcoming events at this time.
Please check back again soon.

or call us toll free at 888-270-8277

Generational Vault

Keeping Your Financial Information Safe and Secure

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

Our Location

808 P Street, Suite 208
Lincoln, NE 68508
dbuchanan@gradientadvisors.com
888-270-8277