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1 43 Lotus 16 Monaco Grand Prix 1959 Bruce Halford

NOREV 1 18 RENAULT CLIO 16S RALLYE GRASSE ALPLIN 1991 185232

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Join more than 200,000 retirement investors who rely on PlanMember PAN AM B747-100 (Delivery Livery, Polished) N734PA G2PAA790 1 200
2018 Hot Wheels RLC 50th Anniversary Exclusive Race Team Mini Collection set
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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.

  • Ertl Massey Harris Challenger 1 16 die-cast farm tractor replica collectible
    Years working
    42
  • Retirement age
    69
  • Car Model All New Jeep Cherokee 1 18 (bluee) + SMALL GIFT
    Annual income
    $97,000
    Annual income
    $97K
Ignition Models 1 43 Nissan Skyline GT-R Nismo (R32) White IG0960
TRON 1957 ALFA ROMEO GIULIETTA SPIDER MONOPOSTO 425 ar
1 18 Ford Capri RS 2600 - Winner BRNO ETC 1972 (D.Glemser) Minichamps 155 728
2017 Ford GT bluee 1 18 Diecast Model Car by Maisto

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.

  • 1 16 FORD 8730 w 3-POINT & DUALS NO BOX free shipping
    Years working
    5
  • Wiking 1 43 Feuerwehr - pinknbauer FLF Panther 6x6 mit
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
WOW EXTREMELY RARE Alfa Romeo 159 Alfetta Fangio 1st Bern 1951 1 43 Minichamps
MINICHAMPS® 151 108953 1 18 Porsche 911 GT3 R Mühlner Motorsport 24h Spa 2010
AUTOart 1 18 2009 Porsche 911 GT3 RSR (997) Plain Body Version White 80973

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
    Dinky Toys - Matra V12-F1 - 1417 - 69-1 43 - Auto Corsa - Race Auto
    Minichamps 436830005 Nelson Piquet World Champion 1983 1 43 OVP
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
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IMC Models 410202 Mammoet Mercedes Arocs 6x4 Nooteboom Trailer Ballast Box 1 50
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Universal Hobbies New Holland T6.175 bluee Power Loader Scale 1 32 UH5320 500+

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