NetworkยทFamily Office

Plan a Wealth, LLC

Unclaimed

๐Ÿ“ LINCOLN, NE

Family Office
www.planawm.com โ†—

SEC CRD #801-110113

About

Plan A Wealth Management: Financial Planning & Wealth Management Where Peace Of Mind Meets Purposeful Impact Financial Freedom Faithful Stewardship Your Finances br/> /em> strong>with God s Plan for Your Life /strong> em> br/> /em>" /> Aligning Your Finances with God's Plan for Your Life Our mission is to bring a faith-based perspective to money to help you live your Plan A life the plan God has for your life and maximize your impact with the resources you have. Our History Years of experience have prepared us to guide you through your life transitions. Our Values Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. Financial Services Rooted in Biblical Wisdom Financial Planning Our Financial Planning service integrates Biblical wisdom with modern advice to help you achieve your goals and feel confident in your financial future. A Financial Plan answers questions like Am I on track? and What should I do next? Learn more Wealth Management Our Wealth Management service helps you invest your wealth according to your values. We offer Faith-Driven Investing strategies to help you steward your wealth with intention by advancing companies that are aligned with your values and avoiding those that are in opposition. Learn more Guiding Principles /em>" /> Our Guiding Principles Rooted in Biblical Wisdom We strive to continuously integrate Scripture and godly wisdom into financial advice and money management. Relationship First We prioritize building trust

Key Contact

BW

BECKY WIEGAND

CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (402) 975-8008

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AUM

$434M

Location

LINCOLN, NE

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