Alfa Romeo P3 Tipo B - Montecarlo 1934 Moll Rio4192 1 43 Model Diecast JC WINGS JCLH2180 1 200 SHANGHAI AIRLINES BOEING 737-8MAX REG B-1382 WITH STAND 
Diecast Car Model Renault KOLEOS Koleos 1 18 (Brown) + GIFT

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Join more than 200,000 retirement investors who rely on PlanMember NEO Austin Cambridge Traveller 1 43 44456
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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.

  • Solido Caterham Seven 275 R Green 118476 1 18
    Years working
    42
  • Retirement age
    69
  • Alfa Romeo Alfetta 159 J.M.FANGIO Swiss Gp 1951 1 43 Minichamps 400511224
    Annual income
    $97,000
    Annual income
    $97K
1976 FORD GRAN TORINO STARSKY AND HUTCH RED CHROME EDITION 1 18 GREENLIGHT 19023
DINKY TOYS n.288 SUPERIOR RESCUER CADILLAC AMBULANCE (YEAR 1973) SCALE 1 43
Jet-X 1 400 Braniff International Concorde N94AA (JX094) Die-Cast Model Plane
MICRO MODELS G 31 BEDFORD BUS - blueE

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.

  • Mercedes C-Class C63 Amg Team Hwa Season Dtm 2018 L.Auer SPARK 1 43 SG439 Mo
    Years working
    5
  • Motor Max 1 18 Nissan Skyline R34 GTR - Grey - very rare
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
Peugeot 908 Hdi Fap 5.5L Turbo V12 Total Winner Le Mans 2009 SPARK 1 43 43LM09 M
Porsche 962C Turbo bluepunkt Joest Racing Le Mans 1988 NOREV 1 18 NV187410 Mo
Premium ClassiXXs - Porsche B32 1983 - 1 43

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
    Opel Kadett C Caravan 1978 Brilliant Green 1 43 MINICHAMPS NEW 400048110
    SPARK Porsche 935 K3 Winner Le Mans 1979 Ludwig - Whittington 43LM79 1 43
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
Spark Model - Ken Okuyama Kode 7 Clubman - 1 43

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