S1800901 Car Model 18 1 Solido - Scale Maroon Ivory - 11CV Traction Citroen 3b6f4hqcq2418-Cars, Trucks & Vans

Skip to main content
Takara 2001 All Japan Gt Championship Series Chgold-Q

SCHUCO 1 43 SCALE 02161 - BMW 2000 1966 - 1972 - blueE

Strength in Numbers

Join more than 200,000 retirement investors who rely on PlanMember Lancia Aurelia B52 Coupe Vignale - Avenue43 1 43 60027
1955 Mercedes 300 SL Gull Wing Coupe Tin Friction, Working Pistons Japan
25

More than 25 years serving clients in public education, mission-driven organizations and individual investor relationships

Learn about Services & Solutions

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.

  • Vintage soviet set of 21 original military toys
    Years working
    42
  • Retirement age
    69
  • Airfix 12008 - Handley-Page Victor B.2 with bluee Steel Missile - 1 72
    Annual income
    $97,000
    Annual income
    $97K
Porsche 911 (997) Felbermayr Le Mans 2009 1 43 - S1952
Faenza 43 1 43 1955 Ferrari 750 Monza Monza
PROST PEUGEOT AP02 TESTCAR N. HEIDFELD 1999 MINICHAMPS
Carson 1 10 XL Climb Warrior 2.0 2.4G 100% Rtr 500404131

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.

  • NG Models 1 400 Air Holland Boeing 757-200 PH-AHE 53095
    Years working
    5
  • 1968 Steve McQueen Mustang GT Unrestored 1 24 Diecast Model - Greenlight 84043
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
55286 Cat PM200 Cold Planer NEW IN BOX
Fendt 939 Set With Remote Control - Siku 132 Rc Tractor Scale 6880 Sieper Gmbh
PRECISION MODEL ART 1 72, 88mm FLAK 37 SNOW & TRAILER, GERMAN ARMY 1942

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
    KYOSHO BEADS 1 64 DATSUN 240Z MR. K VERSION
    Renault Reinastella RM2 1932 Red 1 43 Norev 519548 Type RM Red
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
Action 1 24 Dale Earnhardt Cardinal Tractor '78 Ford Serial White gold

Want to learn more? Have a PlanMember financial professional contact you:

Our four-part planning system is your personalized path to retirement

  • 1

    Analysis

    Your personalized road map.

  • 2

    Advice

    Your dedicated advisor.

  • 3
    Neo 1 43 Scale Resin Model Car NEO43390 - Jensen Interceptor - Grey

    Review

    Your progress.

  • 4
    Aston Martin DB7 Zagato Green 2003

    Support

    Your confidence.

  • Learn more
30+

Investment programs increase opportunities for members

SIKU - Pistenbully 600 - 1 50 Scale NEW toy model

Are you on track for a secure retirement? Calculate your retirement income needs...

1 43 Mark Honda Civic FK2 WTCC Castrol Guia of Macau 2014 T. Monteiro
Gemini Jets Delta (N860NW) Airbus A330-200 1 200
ALFA ROMEO 2500 SS CABRIOLET FRECCIA D'gold BBR BY MODEL FACTORY ITALY 1 43 RESIN 500+

Our clients enjoy individual attention from over 500 experienced financial professionals in all 50 states

4,000

Serving 4,000 employer organizations across the country

Get started now