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Top Marques 1 18 Scale Model Car TOP039F - Jaguar XJ220 - Purple

1 18 AutoArt Land Rover Range Rover Sport 4x4 2006 74808

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Jimmy Spencer Sirius 2003 1 24 Team Caliber Owners Series
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More than 25 years serving clients in public education, mission-driven organizations and individual investor relationships

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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.

  • 1 24 T34 tank model Soviet medium tank of World War II metal tank model rare
    Years working
    42
  • Retirement age
    69
  • Manitou Maniscopic TWISCO SLT415 With Forks 1 25 Model JOAL
    Annual income
    $97,000
    Annual income
    $97K
MINICHAMPS 1 43 400083806 MERCEDES C CLASS DTM 2008 TEAM AMG - B SCHNEIDER
MINICHAMPS 1 18 - BMW M3 GTR STREET - RED 100 012101
UNIVERSAL HOBBIES 4229 1 32 SCALE NEW HOLLAND T5.115 (DEALER BOX)
Russian T-80um-1 Mbt Tank 1 35 Plastic Model Kit TRUMPETER

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.

  • Ferrari 250 LM Prova 1964 Red 1 43 Best 9008-2
    Years working
    5
  • Dale Earnhardt sr dicast car lot five cars in all.
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
Vintage GAMA 9408 scale 1 50 Krupp K 22.2 Hintenkipper Bundeswehr 1970’s
LAMBORGHINI GALLARDO SUPERLEGGERA TELESTO GREY 2008 AUTOART 54613 1 43 grey
Dragon Wings Thai Airways A340-600 1 400 HS-TNA 55867

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
    NEW Scalextric Legends Lancia Stratos '76 Rally Champ 1 32 Slot Car FREE US SHIP
    AUTOart 81505 CHEVROLET CORVETTE C7R DAYTONA 24 HRS GTLM 2015 WINNER 18
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
ARLEN NESS MOTORCYCLES 1 18 SCALE (RARE AND HARD TO FIND)

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