LOLA T 70 SPIDER N.88 38th NASSAU TROPHY 1966 A.J.FOYT 1 43 3b6f4oyke9738-Cars: Racing, NASCAR

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Member Profiles

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Retired Attorney

Practicing as an attorney for more than 40 years didn’t guarantee this retired lawyer was managing his own finances well. Five years before he decided to retire he met with his PlanMember Financial Professional to develop an investment strategy for the long-term. Now they meet regularly to ensure his investments stay on track with his long term financial needs.

  • NASCAR Jeff Gordon Pepsi 1999 JG Motorsports Replica Racing Hood Mini 29 x24
    Years working
    42
  • Retirement age
    69
  • Ebbro 1 43 Calsonic Impal Gt-R 2012 12 Finished Goods New
    Annual income
    $97,000
    Annual income
    $97K
The bus collection Osaka International Airport (ITM) Bus Set A Diorama Supplies
MG MODEL - Ferrari 250 GTO 500 Road America Elkhart Lake 1963 Penske Pabst 1 43
Datsun 200L Laurel 1 43 Neo 44498
Busch 59959 Transport Trailer with Chain Wheel, H0 Model 1 87

Kindergarten Teacher

This educator was working as a public school teacher for several years without really knowing what her 403(b) plan provided and what impact it might have on her future. Her PlanMember Financial Professional explained the opportunities available and showed her how to save for a retirement that would have the best chance to support her goals.

  • 1 43 Top Model Ferrari 375 PARRAVANO 1960 Riverside TMC078
    Years working
    5
  • Lancia Florida II darkbluee 1957 diecast model car 780041 Norev 1 43
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
Mercedes Amg W07 Hybrid Lewis Hamilton Winner Monaco GP 2016 1 43 Model
Hobby Master 5905 LIM-5 (MiG-17) 45th Experimental Aviation Sqn 1993 1 72 Scale
Ebbro 81041 Super GT2015 1 18 Motul Autech Gt-R GT500 Champion Auto No1

Nonprofit Executive

When her grandchildren were born she wanted to spend time with them, but this nonprofit executive didn't think she had enough saved to support herself. Her PlanMember Financial Professional showed her how to reallocate the money she had in her employer-sponsored plan so that she could retire immediately.

  • Years working
    29
  • Retirement age
    62
  • Annual income
    $85,000
    Mercedes-Benz 200 T - W 123 Break Modelo T Familiar green - Minichamps 1 43
    Porsche 956 Canon - Richard Lloyd Racing - 24h Lemans 1983 (Lloyd - Palmer - Lam
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
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