Dean James 550 Porsche Schuco with Spyder 18 1 - figure 3b6f4vxyg71778-Contemporary Manufacture

Skip to main content
Hot Wheels DC Super Hero Girls Character Cars (set of 5)

JC WINGS JCLH2182 - 1 200 AEROMEXICO BOEING 737-700 IRON MAN 3 XA-GOL WITH STAND

Strength in Numbers

Join more than 200,000 retirement investors who rely on PlanMember Mpc Don Garlits Rekord Breaking 426 Hemi Dragster Motor Modell Bausatz
1969 Charger General Lee The Dukes Of Hazzard 1 18 American Muscle Ertl
25

More than 25 years serving clients in public education, mission-driven organizations and individual investor relationships

Learn about Services & Solutions

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.

  • OPEL V8 COUPE - 'GMAC' - OPC EUredEAM - RACE TAXI - DTM 2004
    Years working
    42
  • Retirement age
    69
  • Minicar Plus 30115 1 43 1992 Dodge Viper RT 10 Handmade Resin Model Car
    Annual income
    $97,000
    Annual income
    $97K
BMW 3,0 CSL yellow 1 43 Schuco neu & OVP 2190
Audi Quattro Sport S1 Win.Rally Pikes Peak 1986 Unser Topmarques 1 18 TOP029 MMC
French Dinky 24U Simca Aronde '9' Type 1
Minichamps 1 18 Mercedes SL65 AMG

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.

  • BK93-0,5 x wiking H0 1 87 Autocarro Man + MB+ Volkswagen VW + Opel Ecc.
    Years working
    5
  • Neo scale models Opel admiral hebmuller ,hellgrun 1 43 NEW
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
Ferrari 275 GTS 4 N.A.R.T. 1967 - BBR - 1 18 - BBR1816GRAIN
53' Trailer White 1 50 Diecast Model by First Gear
Scalextric C3921 AMC AMX Javelin - Roy Woods Racing 1971 Slot Car, 1 32 Scale,

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
    1 30 Toyotatank Tank color Sample Novelty Mini Car Magenta Berry Mica Metallic
    Shinsei TCM FG25 Model Fork lift
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
Ertl American Muscle Elite Edition 1969 Ford Mustang GT 1 18 Scale Diecast Car

Want to learn more? Have a PlanMember financial professional contact you:

Our four-part planning system is your personalized path to retirement

  • 1

    Analysis

    Your personalized road map.

  • 2

    Advice

    Your dedicated advisor.

  • 3
    HYUNDAI i20 WRC N.11 4th RALLY CORSICA 2019 NEUVILLE-GILSOUL 1 43

    Review

    Your progress.

  • 4
    Dinky Original 561 Blaw Knox Bulldozer Mint, and 963 Blaw Knox Tractor Mint

    Support

    Your confidence.

  • Learn more
30+

Investment programs increase opportunities for members

TOYOTA Landcruiser FJ79 MDT6X6 Southern Scorpion 2014 Grey GLM300701 GLM 1 43NEW

Are you on track for a secure retirement? Calculate your retirement income needs...

Tamiya 1 10 Electric RC car series No. 625 MOTUL AUTECH GT - R (TT - 02 chassis)
1 43 GEARBOX FRAMINGHAM MASSACHUSETTS POLICE SIGNED SAMPLE CAR 27226
CITROEN U23 2-23 1 43 CLESA SPANISH MILK LECHE 500+

Our clients enjoy individual attention from over 500 experienced financial professionals in all 50 states

4,000

Serving 4,000 employer organizations across the country

Get started now