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Strength in Numbers

Join more than 200,000 retirement investors who rely on PlanMember Kyosho 1 64 SUZUKA Ferrari 2Set McLaren×3Set
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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.

  • I Scale Mercedes Benz W196 GP Great Britain 1955 Kling 14 1 18 Scale New
    Years working
    42
  • Retirement age
    69
  • 1 43 CL62 ASTON MARTIN DB 2 4 Mk.3 Congreenible
    Annual income
    $97,000
    Annual income
    $97K
MERCEDES 240D LIMOUSINE RALLONGEE W123 black 1 43
Hot Wheels Dairy Delivery White &Yellow Varations Lot Of 30
NEW IN BOX OzLegends Ford Falcon XW GTHO 1 32 351-GT Reef Green
1958 Triumph GREEN 1 18 Kyosho 8032

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.

  • ACME A1809003 1956 CHRYSLER NEW YORKER ST REGIS 1 18 SURF GREEN POLY CLOUD WHITE
    Years working
    5
  • 1 43 Looksmart Ferrari 312 B2 2 GP Holland 1971 Winner Jacky Ickx LSRC01
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
Metal Diecast DM CAT 1 50 627K Wheel Scraper Tractor Caterpillar 85921 Yellow
1 18 Acme 1970 Plymouth AAR Cuda sublime green A1806113
ACME Diecast 1967 Dodge Cgoldnet R T HEMI blueee 1 18 Scale Replica A1806601

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
    Danbury Mint 1966 Ford Mustang Coupe 1 24 Diecast Vintage Burgundy Look NIB
    2015 Star Wars Darth Vader Car Hot Wheels Light Saber Mattel Rare Exclusive
    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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Ricko Mercedes Benz 500SLC (1981) Red 1 18
Hot Wheels 1998-2002 Random No Doubles Lot Of 65 Cars -- 035
1 18 GT Spirit Bmw 3 Series M3 (E92) 2012 GT707 500+

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Brand Los Angeles Police Dept 1 18 Scale Car
Almost 1 18 Meist Ford Mustang Edition Series Collection Special Excellent
Porsche Carrera GT, metallic-light blueee, 1 18, Motormax
1966 Shelby GT350 Supercharged by Acme Diecast Model