You and a guest are invited to join us for a three-part event at the Bess Dodson Walt Branch Library in Lincoln, NE. Register below!
Changes to tax laws and Social Security in 2019 that may affect your retirement income.
Claiming strategies and planning techniques to help you get the most out of your Social Security benefits.
How to create a guaranteed stream of income in retirement.
How to protect your assets during market volatility.
Strategies that can help you reduce your taxes and get closer to a potentially tax-free retirement.
Understanding potential risks in retirement and how to avoid them.
Learn what identity theft is, how it occurs and what to do when (not if) it happens to you.
Prevention measures and safeguards you can put in place to help protect your identity.
How to develop an estate plan for you and your family.
Seating is limited. Sign up below to reserve your seats!
Having more than two decades of experience, Dave Buchanan has extensive expertise in retirement and wealth planning, as well as in tax-reduction strategies.
Dave first proves his dedication with his clients and then moves forward with the proper implementation of the outlined strategies, ensuring he’s building long-lasting and successful relationships.
To best serve his clients, Dave is licensed in life and annuities, holds his Series 65 securities license and graduated from the University of Nebraska with a bachelor’s in business.
As Outreach Coordinator within the Nebraska Attorney General’s Office, Ryan has statewide responsibility for developing and implementing community-based initiatives for educating Nebraskans in the areas of consumer fraud, elder financial abuse, predatory and illegal business practices, identity theft, and Internet safety. Educational outreach services are extended to an average of 25,000 Nebraskans annually through presentations delivered to groups large and small across the state’s 93 counties, 244 school districts, and at numerous expositions and fairs including the Nebraska State Fair. Ryan has served in the Attorney General’s Office over the past two administrations. He holds a Bachelor of Science in Business Administration from the University of Nebraska-Lincoln. In his spare time he works hard at elevating a high-handicapper’s bad golf game into an art form.
Most of all, we deliver the confidence that comes from a well thought out and properly crafted Estate Plan.
Our clients choose us because they want more than a form. They want a relationship with professionals who can guide both them and their loved ones over the years.