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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.

  • Forces Of Valor Unimax 21st Century 1 32 WWII Panzerfaust Accessory Diorama Lot
    Years working
    42
  • Retirement age
    69
  • Dinky 264G Ford Fairlane RCMP Patrol Car bluee 1962 Made in England Meccano
    Annual income
    $97,000
    Annual income
    $97K
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Ebbro 45369 Toyota Prius apr GT SUPER GT300 2015 Rd.8 Motegi Winner No.31 1 43 S
1 43 Neo Bentley Mulsanne blue bluee Nr. 44171 OVP
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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.

  • Tameo kit sc1 43 rial cosworth arc01 san marino 1988 de cesaris
    Years working
    5
  • Ferrari 365 GT4 BB Competizione h Le Mans 1977 Migault Guitteny 1 18 New
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
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RIO RI4381 FIAT 238 BENELLI TRASPORTO MOTO 1970 1 43 MODELLINO DIE CAST MODEL co
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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
    AVENUE43-60015 - VOLKSWAGEN VW T3 TRAVELLER JET grey 1 43 Avenue 43
    1 18 Minichamps Lotus 97T Renault 1985 Ayrton Senna Winner GP Portugal
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
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