Plan A Wealth, LLC, based out of Lincoln, NE, is a local investment advisory firm specializing in wealth management. With over 240 individual clients and more than $233,595,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Although 401K and individual accounts account for less than 30% of their assets, Plan A Wealth, LLC possesses the expertise to manage employer funds, catering to diverse investment needs. Notably, 90% of the assets they manage are discretionary, indicating their ability to make independent investment decisions on behalf of clients. Targeting hig...