Fia DBRS9 Martin Aston GT3 Spa 400061325Mi Minichamps 2006 Alessi Francorchamps 3b6f4uxdi9738-Sport & Touring Cars

Skip to main content
Artitec 6870221 - 1 87 H0 WWII Dukw Iwo Jima (Pacific) - New

FERRARI 308 GTB GR.3 N.4 WINNER MONZA RALLY 1979 PINTO-PENARIOL 1 43

Strength in Numbers

Join more than 200,000 retirement investors who rely on PlanMember MGH KOREA WESTERN SPECIAL LOCOMOTIVE WITH SMOKE - EXCELLENT CONDITION - IN BOX
MARK 43 1 43 Suzuki Hustler G Active Yellow Completed
25

More than 25 years serving clients in public education, mission-driven organizations and individual investor relationships

Learn about Services & Solutions

Member Profiles

  • Individual Investor
  • Educational Employee
  • Nonprofit Employee

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.

  • F3- Nylint Cadet CMC 18-Wheeler NIBCO
    Years working
    42
  • Retirement age
    69
  • Matchbox 20, Lamborghini Marzal, Mint in Box ab1796
    Annual income
    $97,000
    Annual income
    $97K
John Deere 6125R Tractor (Green)
BRM025 Porsche 917 Martini & Rossi 24 scale slot car - BRAND NEW
Minichamps - Prost Grand Prix 1999 - J. Trulli
IG0937 ignition model 1 43 Porsche 911 (930) Turbo Red From japan

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.

  • COLE CUSTER HAAS HOMESTEAD WIN 2017 1 24 ACTION NEW IN STK FREE SHIP SEALED
    Years working
    5
  • SCANIA S HIGHLINE TRACTEUR SOLO TEKNO 1 50 REF 72626
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
Alfa 24HP Torpedo 1910 First Alfa Predotype - Project By Giuseppe 1 43 Rio 4567
JC Wings 1 200 Hong Kong Express Airbus A321-200SL 'Delivery' B-LEA (XX2051)
RAR 1 18 Scale Resin - RAR18002 1969 Ford Boss 302 Trans Am Mustang

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
    Abarth 2000 S Winner 500 Km Imola 1969 Ortner - Van 1 18 Tecnomodel TM18-58E
    Kyosho 1 18 Lamborghini Huracan LP610-4 Pearl orange finished product
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
Fire engine AC-40 (ZIL-130) Tartu, Estonia, limited 360 pcs

Want to learn more? Have a PlanMember financial professional contact you:

Our four-part planning system is your personalized path to retirement

  • 1

    Analysis

    Your personalized road map.

  • 2

    Advice

    Your dedicated advisor.

  • 3
    (KI-09-19) Escala Real Modelos Tsm Mercedes 600 Landaulet Papst Paul 1 43 IN

    Review

    Your progress.

  • 4
    DINKY TOYS 181 VOLKSWAGEN SEDAN VW BEETLE 1950s MECCANO ENGLAND

    Support

    Your confidence.

  • Learn more
30+

Investment programs increase opportunities for members

Car Model All New Toyota Highlander 2018 1 18

Are you on track for a secure retirement? Calculate your retirement income needs...

Air New Zealand N C Boeing 777-300ER 1 200 Hogan 0076 Limox LI0076GR 777 Set
Ammann AV110X Bille Tandem Roller 1 50 Model ROS0193 ROS
Barry Sheene. Suzuki XR14. GP Assen 1975.Minichamps 1 12. 500+

Our clients enjoy individual attention from over 500 experienced financial professionals in all 50 states

4,000

Serving 4,000 employer organizations across the country

Get started now