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More than 25 years serving clients in public education, mission-driven organizations and individual investor relationshipsLearn about Services & Solutions
- Individual Investor
- Educational Employee
- Nonprofit Employee
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.
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Matchbox 20, Lamborghini Marzal, Mint in Box ab1796$97,000
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.
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SCANIA S HIGHLINE TRACTEUR SOLO TEKNO 1 50 REF 7262665
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.
Annual incomeAbarth 2000 S Winner 500 Km Imola 1969 Ortner - Van 1 18 Tecnomodel TM18-58EKyosho 1 18 Lamborghini Huracan LP610-4 Pearl orange finished product$85K
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(KI-09-19) Escala Real Modelos Tsm Mercedes 600 Landaulet Papst Paul 1 43 IN
DINKY TOYS 181 VOLKSWAGEN SEDAN VW BEETLE 1950s MECCANO ENGLAND
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