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Hobby Master HA7423, FW 190A-4 6. JG 1, Woensdrecht, Holland, October 1942

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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.

  • CEN-Racing F595 (Clear175mm WB) CQ0902
    Years working
  • Retirement age
  • MINICHAMPS 430 025125 BMW CSi E24 in Green 1982 1 43rd Scale
    Annual income
    Annual income
Schuco Porsche 911S Skiträger (02587) - 1 43
Fiat 128 1a Serie Trento Bondone 1969 Eraldo Olivari 1 18 Model
Toy Zone Air Power 1 48 US Navy F A-18C Hornet VFA-195 Dambusters
Hi-Story HS194SL 1 43 MAZDA ROADSTER RF (2016) Ceramic metallic model cars

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 72 Gannet AS.Mk 4 Bundesmarine MFG 3, 1980s
    Years working
    Retirement age
  • Annual income
    Annual income
Looksmart 1 43 Bentley Continental Supersports - monaco yellow
1958 Ferrari 250 Testa Rossa Red Model Car by Danbury Mint
BJ487-0,5 x wiking H0 1 87 Camión Cisterna Büssing 882 Bp Esso + 883

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
  • Retirement age
  • Annual income
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    Porsche 997 GT3 No. 6 24h ADAC Nürburgring 2009
    Annual income
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
2013 Jimmie Johnson LOWE'S 'ELITE GUNMETAL' - NASCAR

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AUTOart 71262 1 18 CHEVROLET CORVETTE C7 Z06 2014 RED
Ixo 1 43 - MG MGB Cabriolet L 1964 bluee 500+

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