3 RS Carrera (964) 911 Porsche 43 1 VISION NEW 8 VM156B Japan from Yellow 1993 3b6f4zwwx3978-Contemporary Manufacture

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Cadillac S & S High Top Ambulance (bluee Metallic White) 1966

1.43 BRUMM AUSTRALIAN GP 1996 RELEASE MODEL PORSCHE 356 1952 RED B207

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Join more than 200,000 retirement investors who rely on PlanMember Clint Bowyer Hour Energy NASCAR Salutes 2013 Camry 1 24 Action C153821NSCB
REVELL 1 18th SCALE DIE CAST FORD 12M STREIFAN-TOUNUS CAR RE 08879
25

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.

  • International 1456 turbo die-cast model tractor Ertl 1-16 (L)
    Years working
    42
  • Retirement age
    69
  • LOTUS 72 gold Leaf 1970 Rindt 5 Fittipaldi 24 Hill 22 14 1 43 kit build Bausatz
    Annual income
    $97,000
    Annual income
    $97K
Mmp Ebbro 1 10 Mini Moto Honda CL72 1962 silver black (Completo)
Corgi Toys 475 Citroen Safari Ski Club excellent plus all original empty box
Seat 1400 Saloon Taxi - Rico Spain 1 20 37003
Ancienne miniature vintage 1 43 TEKNO - SAAB 99 fire car modified - 60s

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.

  • Detailcars Art.394 Ferrari F.50 1995 1 43 Scale Car
    Years working
    5
  • Mansory 1 18 Carbonado GT Red Carbon w Display Case AC06
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
OLD DINKY TOYS ENGLAND LAMBORGHINI MARZAL SPEEDWHEELS 1 43 1976 REF 189
Minichamps Porsche 956L Le Mans 1984 - 1 43 Scale
1964 Ferrari 500 Superfast Modell in 1 18 von Bbr

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
    Leader Résine 1 43 - Ford Comete yellow Clair
    DINKY TOYS Ref 577 BERLIET GAK BEsizeRE + BOITE D'ORIGINE
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
1959 Jaguar Mark II Red 1 18 Diecast Car Model by Bburago

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    Minichamps - Porsche 911 991 Carrera Cabriolet 2012 - 1 43

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    HOBBY MASTER HA6003 1 72 SU-27 FLANKER FLANKER B B388 PARIS LE BOURGET 1989

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Ferrari 250 P Targa Florio 1963 Vaccarella 1 18 - TM18-39E Tecnomodel

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SIMCA 1500 BREAK white REF 507 DINKY TOYS EN BOITE
1 18 Bburago Ferrari F40 PILOT LA MINI MINIERA NEW bei PREMIUM-MODELCARS
LL 1 43 POLITOYS M14 M 14 ALFA ROMEO 33 ITAL DESIGN IGUANA MET. GREEN MINT BOXED 500+

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