BIZARRE BZ62 PANHARD X 88 N.59 LM 1954 1 43 MODEL DIE CAST MODEL Mini John Cooper Works No. 69 Rally France WRC 2012 
Lotus 109 No.11 Belgium Gp Formula 1 1994 (Philippe Adams)

Strength in Numbers

Join more than 200,000 retirement investors who rely on PlanMember MODELCARGROUP MCG18015 VOLGA M24 1967-1992 VOLKSPOLIZEI 1 18 MODEL DIE CAST
TRUESCALE MINIATURES - 1 43 - BENTLEY CONTINENTAL GT3 ADAC GT MASTER RED BULL RI
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.

  • SPARK MODEL S0168 CORVETTE C 6 R N.72 LM 2007 1 43 MODELLINO DIE CAST MODEL
    Years working
    42
  • Retirement age
    69
  • BEST MODEL BT9730 FERRARI 250 LM N.7 GP ANGOLA, LUANDA 1964 W.MAIRESSE 1 43
    Annual income
    $97,000
    Annual income
    $97K
Lancia D20 no.76 Winner Targa Florio 1953 (Umberto Maglioli)
World Cup 32049 Schlüter 900 Tractor 1 3 2 NEW BOXED
REPLICAGRI REPLI08 BERTHOUD BARRA PER TRATTAMENTI 1 32 MODELLINO DIE CAST MODEL
BIZARRE BZ169 LOLA T 294 N.21 LM 1978 1 43 MODELLINO DIE CAST MODEL

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.

  • BMW M4 F82 TEAM RBM JOEY HAND DTM 2014 Minichamps 410142404
    Years working
    5
  • EBBRO EB44600 PORSCHE 935 N.3 4th FUJI 500 MILES 1978 IKUZAWA-TAKAHARA 1 43
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
SPARK - 1 43 - PORSCHE 996 GT3 R - LE MANS 2000 - S5525
RIO RI4242 FIAT 238 GARAGE FRANCORCHAMPS 1972 1 43 MODEL DIE CAST MODEL
Corgi No 302 Hillman Hunter Rally Car With Kangaroo - (Original 1968 Boxed)

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
    Matchbox MB44 skoda 130 LR rally car superb with rare green bumpers
    Matchbox Superfast Streakers S-400 Streak Racing Set Complete RARE
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
Corgi 309 Aston Martin Competition Model

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Dinky Morris Mini Traveller - Cream - C B

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Bobcat model Tractor trailer & 4 753 skidsteer loaders 1 50 MelpinkIngersollRand
Bruder Toys 02134 Claas Jaguar 980 New Model Scale 1 16 Farm Vehicle CG
Audi R8 Spyder V10 Suzuka Grey 1 18 Scale iScale 5011618551 500+

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