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Large Ertl 1 16 1 16 Scale CASE W30 WHEEL LOADER Die-Cast Steel Made in USA

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Join more than 200,000 retirement investors who rely on PlanMember FORD ESCORT 1600 TC N.1 WINNER CIRCUIT OF IRELAND 1969 CLARK-PORTER 1 43
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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.

  • INFLIGHT 200 IFKDC10001 1 200 NETHERLANDS AIR FORCE KDC-10-30CF T-235 WITH STAND
    Years working
    42
  • Retirement age
    69
  • 1938 Talbot Lago Coupe Type 150 SS by CMC Diecast Model
    Annual income
    $97,000
    Annual income
    $97K
MARK43 PM4357SBL 1 43 Subaru Impreza WRX TypeR Sti Ver 1997 Sports Wheel bluee
Southwest Nolan Ryan 737700 Airplane Miniature Model Plastic SnapFit 1 200 Part
943J Vintage Dinky France 25BV Peugeot D3A Van Wagon Posts
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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.

  • Air France A380, Dragon Wings 1 400 56169
    Years working
    5
  • 1 18 Classics - Ford XT GT Falcon - Starlight bluee only 700 made 18627
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
1 18 HDT Holden LH Torana L34 1976 Hardie Ferodo 1000 Runner Up Biante A87663
Vintage Buddy L Air Coupe 5139N Sturdy Steel In Box
BBR 1 18 Ferrari 488 Pista F1 2007B Red

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 43 TRAX 1964 FORD XM FALCON FUTURA HARDTOP IN LIGHT blueE MET . AUSTRALIA TG
    MINI RACING KIT 1 43 - K0209 RENAULT R20 4x4 Marreau Paris Dakar 1982
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
1 43 minicar Mercedes-Benz DTM

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