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More than 25 years serving clients in public education, mission-driven organizations and individual investor relationshipsLearn about Services & Solutions
- Individual Investor
- Educational Employee
- Nonprofit Employee
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.
- Phoenix 1 400 Jetstar Airbus A320-200 VH-VGP Powderfinger (PH10452) Model Plane
- MATCHBOX SUPERFAST No59 FORD GALAXIE - VGC
- Lego Star Wars 7184 Trade Federation MTT
- R Transformers TFC S.G. Perseus Combiner Figure Limited Edition MISB
- NEW GI Joe Adventure Team Man of Action Toy Figure w Kung Fu Grip 2007 g.i. jo
- Jemini – Hello Kitty Plush 022790 – Wonder Woman Dc Comics Super Heroes – 27 cm
- WARHAMMER AGE OF SIGMAR FROSTGRAVE EMPIRE BRETONNIAN MOUNTED SQUIRES METAL OOP
- Hasegawa 1 72 UH-60 J (SP) Rescue Hawk plastic model kit
- Castle Creations Mamba X SCT Pro, Sensored, 25.2V WP Esc & 1410-3800kV Combo...
- BUTCHERS BLOODY APRON AND HAT - FANCY DRESS (HALLOWEEN)
- Lamborghini Countach Lp5000S 25Th Anniversary 1982 Autoart 1 18 AA74536 Model
- ART MODEL AM0122 FERRARI 250 P 63 N.10 1 43 MODEL DIE CAST MODEL
- Corgi Classics Scammell Highwayman Tanker - Esso - A+ A+
- LEGO Star Wars 4502 Dagobah X-Wing Starfighter
- G1 vintage Mirage REPAIRED F-1 race car part lot
Lego 75825 The Angry Birds Movie Piggy Pirate Ship - Brand New
LEGO Technic (42040) 2-in-1 Fire Plane (Brand New & Sealed)$97,000
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.
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NEW in Box LEGO Ninjago Movie 70612 Green Ninja Mech Dragon Toy65
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.
Annual incomeLEGO SET 6949 - SPYRIUS ROBO-GUARDIAN (SPACE), COMPLETE WITH BOX, BECOMING RARELego - 75140 - Star Wars - Resistance Troop Transporter - Brand New and Sealed$85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
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Lego 75150 Star Wars Vader's TIE Advanced Vs A-Wing Starfighter BNIB
LEGO NINJA TURTLES SETS 79105 & 79102, BRAND NEW & SEALED. RETIRED.
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