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Join more than 200,000 retirement investors who rely on PlanMember NEW Scalextric Legends McLaren F1 GTR Le Mans '95 LE 1 32 Slot Car FREE US SHIP
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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
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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.

  • MINICHAMPS - 1 18 - AUDI R8 LMS CUP - WINNER RACE 2 SEPANG 2016 - 155161148
    Years working
    42
  • Retirement age
    69
  • Autocult 1 43 BMW 700 Martini Typ 4, white, 1964
    Annual income
    $97,000
    Annual income
    $97K
Mercedes-Benz 300 SL Great Price of Bern 1952 red CMC MODEL 1 18 M-160
Norev 1986 Mercedes Benz 300 SL W107 Congreenible with Softtop orange Met 1 18
MR 1 18 Lamborghini Centenario LP770 bluee
Out Of Print Lindberg 79 Cadillac Lowrider Dancer

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.

  • H&R CH03 Hard Body RTR Chassis Rubber Tires 1 24 Slot Car from Mid America
    Years working
    5
  • Gatlinburg Tennessee Police diecast SUV Motormax 1 24 scale new graphics
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
Bbr 1 43 Ferrari F10 Kamui Kobayashi Limited Edition Series Collection Special
Brand Man F2000 Williams 1999 1 43 Scale Car
DINKY TOYS 1407 SIMCA 1100 - GREY METALLIC 1 43 - VERY GOOD CONDITION

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
    Vintage 1950s BUDDY L CATTLE TRANSPORT PRESSED STEEL RARE NICE
    Wiking Claas Scorpion 7044 Telescopic Handler 1 32 Scale Model Toy Present Gift
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
Chevrolet Corvette C5-R Series 1999 Goodwrench 1 12 GMP..

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