RETIREMENT AND WEALTH SOLUTIONS OF NEBRASKA
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Hello there!
 
​We’ve got some exciting news to share with you!
 
Your partnership and confidence in us means everything, and in order to continue to meet and exceed your planning expectations, we’re partnering with Trinity Financial Group (TFG). TFG strives to provide clients with an exceptional level of service and is committed to working with them to accomplish their goals with their three-step process. 
This strategic alliance provides me and Shawn with additional resources that allow us to offer you even more premier services, tools and strategies to help make your financial goals reality.

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We’ll still be working in our current office location, so the only thing that is really changing for you are the enhanced services we can offer through TFG. All of your existing accounts will stay with us, and we will remain your point of contact. As always, the most important part of our business is your financial future.
 
Please let us know if you have any questions and we look forward to our next meeting with you!
 
Dave Buchanan
[email protected]
 
Shawn Ahl, CPA
[email protected]
Proceed to Trinity Financial Group
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Retirement Wealth Solutions of Nebraska
​8700 Executive Woods Drive, Suite 200

Lincoln, NE 68512
Phone: 402.817.4474
Email: [email protected]​
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Investment advisory services offered through ChangePath LLC, a Registered Investment Adviser.  Insurance services are offered through Retirement & Wealth Solutions of Nebraska.  Retirement & Wealth Solutions of Nebraska and ChangePath, LLC are unaffiliated. 

​This information has been provided by a Licensed Financial and Insurance Professional and does not necessarily represent the views of the presenting professional. This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation. The statements and opinions expressed are those of the author and are subject to change at any time. All information is believed to be from reliable sources; however, there is no representation as to its completeness or accuracy. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice and is not sponsored or endorsed by the Social Security Administration or any government agency.  
  • Home
  • About RWSN
  • Meet Dave & Shawn
  • Events
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