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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.

  • BMW 1er 1 M Coupe Coupe Monte Carlo blue Metallic E82 2007-2013 1 43 Minichamp..
    Years working
    42
  • Retirement age
    69
  • Set Citroen DS Racing (3 Modelle)
    Annual income
    $97,000
    Annual income
    $97K
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1960s Vintage Corgi 497 Oldsmobile Super 88 Man from Uncle Thrushbuster Toy M
20 Hot Wheels all Muscle Cars with variations Lot 58
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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.

  • Johnny Lightning Precision Asst., unopened case, possible white lightnings 2008
    Years working
    5
  • Volante F1 Jaguar Racing F1 Team Jaguar Formula 1 Steering Wheel. Full size
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
Avenue43 Autocult 60027 1952 Lancia Aurelia B52 Coupe Vignale Michelotti 1 43
1 43 Peako YE Mclaren MP4-12C Volcano Yellow with Standard wheel
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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
    BN99-0,5 x wiking H0 1 87 Camión Mercedes 154 230 Te + 145 190E,Nuevo +
    LANCIA BETA MARTINI N.31 10th NURBURGRING 1981 PESCAROLO-DE CESARIS 1 43
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
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