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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.

  • Ibg 1 35 Einheitsdiesel con BILSTEIN Recupero Gru
    Years working
    42
  • Retirement age
    69
  • Cat - Motorgrader 24 H - Grader 55133 von Norscot 0109 Maß 1 50
    Annual income
    $97,000
    Annual income
    $97K
2016 Corvette C7.R in White w Red Accents by AUTOart Diecast Model 1 18 81650
Minichamps Benetton Playlife B198 Alexander Wurz 43, 1 of 2,222
Schuco 1 43 Volkswagen T2a Feuerwehr mit Drehleiter Art. 03341
Dinky Toys 538 Ford Taunus salmon perfect mint a beauty

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.

  • HUINA 1700 1 50 Highly Simulation Metal Bulldozer Car Engineering Vehicle Toy
    Years working
    5
  • Trumpeter TM01545 - 1 35 Russo BTR-60PB Aggiornato (Plastica Kit)
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
NOREV 187661 Porsche 911 turbo Cabriolet 1987 Elfenbein 1 18 NEU OVP
Kyosho TOYOTA FT-86 Open Concept Red 1 43 scale F S
1968 Dodge Charger R T 1 18 Scale Limited Edition Mopar Burgundy American Muscle

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
    Hot Wheels 2016 RLC Heavy Chevy 00478 05000
    Aoshima 1 12 BIKE Kawasaki Z400GP Plastic Model Kit from Japan NEW
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
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