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Join more than 200,000 retirement investors who rely on PlanMember Porsche 911 GT3 (991) 2013 - lichtgreen - Minichamps CA 043 16 016 - 029 100 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.

  • Make Up VM103 Visione 1 43 Porsche 962C Italia Sports le Mans 1990 th
    Years working
    42
  • Retirement age
    69
  • Highway 61 1 18 Scale 1968 DODGE DART GTS (DARK blueE CREME TOP) - SKU
    Annual income
    $97,000
    Annual income
    $97K
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CORGI AVIATION 1 72 HAWKER HUNTER FR10 XF585 NO 4 SQN GUTERSLOH GERMANY 1968
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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.

  • MCW 1 18 Scale 10901PN3 - Jaguar XJR11 Presentation 1990 Bud Light 1 Of 25
    Years working
    5
  • Sunstar 2711 - De Lorean DELOREAN LK RETOUR VERS LE FUTUR EPISODE 1 1 18
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
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Wingnut Wings 1 32 Fokker E. i Progetto Modello Monoplano Aeroplano
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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
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    TAMIYA 1 20 Collector's Club Willis MB Slat Grill Classic Jeep w box Mini Car
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
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