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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
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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.

  • PORSCHE 959 Chromo Limited Edition n°1253 2000 TOP minichamps BUILT 1 43
    Years working
    42
  • Retirement age
    69
  • Vauxhall Viva HA SL90 deLuxe 1966 Silas SM43056b MIB 1 43 Opel holden VERY RARE
    Annual income
    $97,000
    Annual income
    $97K
2019 Steiff Teddy Bear Hina Dolls japan limited Traditional Kyoto Kimono
RARE PHOENIX LUFTHANSA 747-400 D-ABVP 1 400 MINT
Setra City Bus Veba Raab Karcher Imu Stettnisch 1 87 H0 Å
BT9521 - ABARTH OT 1300 N.90 11th CIRC.MUGELLO 1967 NESTI-HEZEMANS-FURTMAYR 1 43

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.

  • MERCEDES BENZ C KLASSE T MODELL NOTARZT EMERGENCY DOCTOR SCHUCO B66960330 1 43
    Years working
    5
  • Rare 1940' Dinky Toys Empire Flying Boat G-AEUD - Dinky Toys Aircraft
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
MERCEDES MAYBACH S 600 PULLMAN 2016 WHITE DARK GREY 1 18
Structo Giocattoli Costruttori Serie Carta Adgreenising Lotto Prezzo Lista
ALFA ROMEO TZ2 1966 RED 1 43

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
    Novarossi Mantra with manifold and pipe Efra 2084
    Rio 1 43 - Autobus Fiat Omnibus 18 Bl Diatto e Gang Pont st Martin Ricambio 87
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
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