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Join more than 200,000 retirement investors who rely on PlanMember Pichler Master Receiver Master F-8 (V2) C8095
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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.

  • XCMG Kellybohrgerät XR Serie Maßstab = 1 35
    Years working
    42
  • Retirement age
    69
  • Ferrari 250 GTO Le Mans 1964 Tavano - Grossmann 1 18 Cmr CMR077
    Annual income
    $97,000
    Annual income
    $97K
JEFF BURTON 2008 AT&T BRISTOL WIN RACED VERSION 1 24 ACTION DIECAST CAR 1 730
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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.

  • Ford Gt en blue Metálico en 1 18 Escala de Gt Spirit
    Years working
    5
  • Bmw M1 E.De Angelis Winner Procar Series Zolder 1979 Minichamps 1 18 180792961 M
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
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Wiking Flugzeug Italien I3 Breda Ba165 (Schub9)

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
    Porsche 911 Carrera Cabriolet 1983 Graphite Metallic 1 43 Model MINICHAMPS
    Porsche Cayenne S (957) - dunkelblue - Minichamps 1 43 - WAP02061217
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
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