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Join more than 200,000 retirement investors who rely on PlanMember Hot Wheels Hot Heap Original 16 Replica RLC W Shipper 1 2500 Worldwide, RARE
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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.

  • Trumpeter 1 35 M270 A1 Multiplo Launch Razzo Sistema - Tedesca
    Years working
    42
  • Retirement age
    69
  • SkyRC SkyRC X1806 motor 2300KV (4 Stk) SK400018-01
    Annual income
    $97,000
    Annual income
    $97K
Road Signature 1 18 - Chevrolet Bel Air 1957 cabrio
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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.

  • 1 87 Brekina 64124 Esslinger Triebwagen VT402 WEG Wechselstrom AC
    Years working
    5
  • RIO RI4249 BUGATTI 57 SC ATLANTIC 1938 blueE 1 43 MODELLINO DIE CAST MODEL
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
Tamiya 1 12 Motorcycle Series No.109 Kawasaki Ninja ZX-RR Plastic model Japan
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Model Car - 1 43 - Nurburgring 24 Hour - Porsche 997 GT3 R -

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 Starline Fiat 8V The Guard 1956 Mille Miglia
    Lancia Stratos 1971 White -- HPI Resin 1 43
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
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