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Join more than 200,000 retirement investors who rely on PlanMember VOITURE TINTIN 1 24 L'AMI 6 DU DOCTEUR Les Bijoux de la Castafiore
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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.

  • 1 43 AB Models Ferrari 550 Maranello 2005 JGTC test ABB121
    Years working
    42
  • Retirement age
    69
  • HOT WHEELS 2019 BAJA BLAZERS TREASURE HUNT HUMVEE
    Annual income
    $97,000
    Annual income
    $97K
1 18 Norev Porsche 962 IMSA Winner 12h Limited Edition 1 of 1000 pcs. in OVP
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Eligor 1 43 Scale Diecast Model 0193 CITROEN 'CINQUANTENAIRE DU RECORD' blueE
Minicar 1 43 Ferrari FXX Evoluzione

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.

  • Feux arrières pour BMW X5 E53 1999-2003 red white FreeShip SV LTBM44EN XINO CH
    Years working
    5
  • Porsche 904 24H LeMans 1964
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
1 43 Looksmart Lamborghini Aventador S Roadster Yellow leather base LS482E
Guiloy 1 10 Von Dufch Harley-Davidson motorcycle die cast model
BMW 320i Streetversion 2005 orange 1 43 Minichamps neu & OVP400052400

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
    NEW HOLLAND PRgoldTOR 3223 redARY RAKES 1 32 DIECAST BY UNIVERSAL HOBBIES UH4871
    BT9410 - PORSCHE ABARTH N.45 12th 12H SEBRING 1964 C.CASSEL-D.SESSLAR 1 43 MODEL
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
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