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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.

  • Case IH 7088 Axial Flow Combine Authentics by Ertl 1 64th Scale
    Years working
    42
  • Retirement age
    69
  • Dinky Toys Lot 25J Civilian Jeep 110 38c 133 132 410 30s RARE VINTAGE
    Annual income
    $97,000
    Annual income
    $97K
LMBOXJ143096 JOEST PORSCHE WSC LE MANS 1996 (BASIC PIT)
EB44019 - PORSCHE 911 RSR N.00 DNF 24 H DAYTONA 1977 ONGAIS-FOLLMER-FIELD 1 43 M
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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.

  • Minichamps 1 43 - Mercedes AMG DTM 1995 grey
    Years working
    5
  • Schuco 02255 Mercedes-Benz 170V Kastenwagen POST OVP MIB 1 43
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
1 18 Minichamps MB GP F1 Team N. Rosberg 2010 Petronas
CA272-0, 5 x wiking 1 87 H0 Vw-Modell 805 Ghia + 830 Escarabajo +044 +290 +
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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
    1 64 Ford XW Falcon GTHO (A.Moffat) 1969 D Biante B642102D
    SEHCAR FORD N.36 LM 1983 1 43
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
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