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Member Profiles

  • Individual Investor
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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.

  • Panzer ( Tank ) alt DDR CSSR CCCP
    Years working
  • Retirement age
  • Minichamps 417180416 Alfa Romeo Sauber C37 Ferrari 2018 C. Leclerc 1 43
    Annual income
    Annual income
Ma Colección Suizo 36 Ford, Monte Carlo Coupé 1953 Caja Resina 1 43
Makeup Eidolon Fe033A 143 Mclaren Ford Mp4 8 Australia Gp 1993 Winner 8 New
Matchbox Superfast New N.48 - Pi-Eyed Piper - in Scatola MIB 1972 - 1 64
JEC 1 64 LB works Aventador 2.0 GULF J64-001-GF

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.

  • MATRA 670B N°7 LE MANS 1974 IXO LM1974 1 43 Arrivée Winner
    Years working
  • 1 32 ROS Combine Harvester MASSEY FERGUSON IDEAL 9T PF40 double header RARE Cars
    Retirement age
  • Annual income
    Annual income
HOBBY MASTER HH1204 1 72 AH-64D LONGBOW 2067 120TH SQN. RSAF 2016
Ut Bmw M3 Gtr 1 18 Minicar E36 3 Series
3 Tiger Wheels 1969 Chevrolet Chevy Camaro RS Z 28 Street Muscle Collection 1 64

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
    1 43 Autoart Lamborghini Gallardo LP570-4 Superleggera black
    Singapore Airlines Cargo Cargo Model (not for sale)
    Annual income
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
Aeroclassics 1 400 Australian Air Express Boeing 727-200F VH-VLH (ACVHVLH)

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