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Join more than 200,000 retirement investors who rely on PlanMember Playskool Possente Motorisiertse Camion Dei Pompieri, 3+
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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.

  • Minichamps 1 43 - Mercedes 180 1953 grey
    Years working
    42
  • Retirement age
    69
  • LOT OF 5 BURAGO DIECAST METAL FERRARI F40 FERRARI 250 GTO , LANCIA PORSCHE
    Annual income
    $97,000
    Annual income
    $97K
Hot Wheels MEA Employee Dinner Dance 2006 Chevy Bowtie Emblem
NRFB Mattel Hot Wheels 25th Anniversary 8 Car Collector's Set
Challenger Rogator Rg 300 1 32 Model ROS30186 ROS
Boxed Vanto V 700 1 32 Scale

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.

  • Neo 46250 Borgward RS1500 - Schauinsland Racing 1958
    Years working
    5
  • AUTOart Auto Art outlets 1 18 Lamborghini Gallardo LP550-2 Valentino Baruboni b
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
Ignition model 1 43 Nissan Cedric (Y30) 4-door hard top bloom VIP white BB wheel
GMTS - goldEN OLDIES LINIE 50 1029 GINAF TF 10 Dreiseitenkipper 1 50
Volkswagen T2A DRK Krankenwagen Deutsches redes Kreuz Premium ClassiXX 11335

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
    AUTO VOITURE MINIATURE JOUSTRA À FRICTION FERRARI BB 512 512I (Longueur 22 cm)
    Amewi Speedboot 7012 Mono blue 2,4 GHz 25km h 26073
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
BMW 2002 24 Heures de NURBURGRING 1970 MINICHAMPS 1 43 1er

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KESS MODEL 1 43 Chrysler New Yorker Town & Country Wagon 1958 Art. KE43032040
DRAGON WINGS 1 72 F-16C FIGHTING FALCON TIGER MEET 2001 ACC 79TH FS 20TH FW
TOGI ALFA ROMEO GIULIETTA SPRINT 1954 - RED 1 23 - EXCELLENT IN BOX 500+

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