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Join more than 200,000 retirement investors who rely on PlanMember Ferrari 330 GT 2+2 1964 blue Pozzi 1 18 - BBR1832F BBR
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25

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.

  • Leapfrog leappad Ultra with case plus 6 games - excellent condition
    Years working
    42
  • Retirement age
    69
  • Leapfrog leappad 3, ultra xdi platinum ultimate games bundle of 8 cartridges Ben
    Annual income
    $97,000
    Annual income
    $97K
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new Montessori Maths Power Of 3 Wooden Materials
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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.

  • V Tech Toot Toot Drivers Bundle
    Years working
    5
  • Thames & Kosmos MASTER DETECTIVE TOOLKIT Kids Science Kit 26 Experiments
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
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Chad Valley Sing Along Keyboard, Stand and Stool - Red.
LeapFrog LeapTV Console gaming system with 12 games and 2 controllers

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
    Interactive World Map Talking Poster Kids Educational Toy Age 6+ Geography Year2
    IMMACULATE PINK LEAPPAD2 EXPLORER WITH LOTS OF DOWNLOADED GAMES BOOKS INCLUDED
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
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30+

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