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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.

  • VINTAGE DINKY TOYS MECCANO FRANCE an-F SIMCA CARGO VAN-BAILLY RESTORED MINT
    Years working
    42
  • Retirement age
    69
  • Conrad 78183 01 Mercedes BENZ Arocs mit Doll Kurzholzzug Palfinger Kran 1 50
    Annual income
    $97,000
    Annual income
    $97K
Special Hobby 1 32 Nakajima Ki-27 Nate Nomonhan Aces
KEN ROCZEN MXS Motocross Sound FX Bike & Rider die-cast toy motorcycle rider
Gemini Jets 1 200 Scale UPS Boeing 767-300F N344UP G2UPS470
MotorMax 1 18 CHP Ford Crown Victoria California Highway Patrol Car White 73524

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.

  • Justice League - Batmobile 30cm
    Years working
    5
  • MakeUp EIDOLON EM376B 1 43 Lamborghini Diablo SE30 JOTA PO.03 1995 Pearl White
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
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1 18 Saleen S7 2000 Hot Wheels

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
    Brabus 600 IAA AUF Basis Mercedes-Benz AMG GT S by Minichamps 437032520
    Minichamps Alfa Romeo 33 TT 12 WKRT Coppa Florio 1975 - Merzario Mass 1 43 Scale
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
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