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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.

  • AUTOart 76312 MERCEDES BENZ AMG GT S 1 18 MODEL CAR MATTE GREY
    Years working
    42
  • Retirement age
    69
  • Autocult 07013 AUDI Quattro Gr. B Mittelmotor Predotyp Bj. 1985 white 1 43
    Annual income
    $97,000
    Annual income
    $97K
PORSCHE 911 (996) GT3 RSR ALMS GT2 2006 FLYING LIZARD AUTOART 80673 1 18
Futaba Temperature Sensor SBS01T 200°C 1001655
MOTOR CITY 1955 FORD CROWN VICTORIA RED WHITE MC 17
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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.

  • MI0760 - 1 35 PRO BUILT - Resin Atelier Infinite Soviet KV-5 Heavy Tank
    Years working
    5
  • Velocidad 1 43 - Austin Healey 3000 Beige Negra
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
Schuco Porsche 550 Spyder James Dean with figure - 1 18
NV183411 by NOREV MERCEDES O319 BUS 1960 1 18
New ignition model 1 43 Porsche 962C OMURON JSPC 1989 V. Schppan

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
    Remote Control Excavator Toy For Toddlers, Gifts Birthday With Flashing Lights
    Porsche 908 2 th Temporada 1970 De Cadenet Pairetti 1 43 Model
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
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