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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.

  • HA0155 1 72 JU 87 D-3 Stuka white 183 Royal Romanian Air Force von Hobby Master
    Years working
    42
  • Retirement age
    69
  • BROOKLIN BRK 78 1936 STOUT SCARAB 1 43
    Annual income
    $97,000
    Annual income
    $97K
1 12 GP Replicas GP12-08D Ferrari 250 Testa Rossa LeMans 1958 limitiert
Opel Commodore A Steinmetz 24H Spa 1971 Gulf Joossens 18 Minichamps
Mpc Hurtubise Jim S Nascar Chevelle
Kimmeria Mercedes-Benz 1113 Polizei Wasserwerfer, Handarbeit, 1 43

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.

  • Welly 18051HGY 1 18 PORSCHE 918 SPYDER HARD-TOP 2013 GREY
    Years working
    5
  • 1 18 Norev 2008 Nissan GT-R R35 Red Diecast Model Car Red 188051
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
Vintage 1960s 1 24 Electric Slot Car MOTOR K&B Super Challenger SIDEWINDER
Brand 458 1 43 Scale Car
CITROEN 2CV SPOT 1976 SOLIDO 118360 1 18 orange & whiteHE 1 18

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
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    Mercedes C111 NEW NO BOX MADE IN GREECE by plaggon plast VTG RARE PLASTIC GREEK
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
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DKW Munga 1955-68 matt olive 1 43 Minichamps

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