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Join more than 200,000 retirement investors who rely on PlanMember AMR 1 43 - Ferrari 512 BB Le Mans 1981 N º 48
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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
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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.

  • Rocabox - Universal Camera Trolley Koffer - Wasserdicht IP67 - orange - RW-5035-
    Years working
    42
  • Retirement age
    69
  • Mercedes-Benz 540K W29 Cabriolet C (close top) 1936-37 Tin Wizard VERY RARE 1 43
    Annual income
    $97,000
    Annual income
    $97K
PILEN M309 CITROEN DS 23 DS23 - blueE METALLIC 1 43 - VERY GOOD IN SHOW-CASE
Gran Turismo 2018 Jeu 8 Pièces Lancer Evo M4 GTR 34 1 64 Hot Wheels FKF26
4 Pcs Emax MT1806 2280KV CW CCW Motor & SimonK 12A ESC Speed Controller For FPV
New Caterpillar Cat 330D L Hydraulic Excavator 1 50 By DieCast Masters

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 43 Rover Vitesse ICS British Touring Car Championship BTCC 1985 A.Rouse
    Years working
    5
  • MM P. 1 43 impulse Calsonic GT-R 2009 finished product
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
Hobby Master HA5109 McDonnell Douglas F A-18E Super Hornet 166957 VX-9 Vampires
FIAT BARCHETTA 1995 blueE STARLINE 1 43
BMW M3 E30 '91 1991 Deutschland Model Aoshima Beemax NO.11 1 24 Model Kit New

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
    Hot Wheels 50TH Anniversary Complete Set 7 67 Camaro Chase gold full set
    1 18 UNIVERSAL HOBBIES RENAULT 5 TURBO ALL WHITE ONE OF A KIND ART. 4547
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
NEO NEO46995 1 43 LANCIA FLAMINIA 3C 2.8 COUPE PININFARINA 1963 WHITE

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MARIO ANDRETTI Mercury Cyclone AUTOGRAPHED Univ. of Racing 1 24 Scale
F1 Minichamps 180930028 Ferrari F93 A 1993 G.Berger 1 18+Ovp
CITROEN TYPE 23 1946 LA POSTE ATLAS Boite Vitrine 1 43 500+

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