1 18 Ferrari F355 355 V8 Coupe UT Rare red Red Cream Hide

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Join more than 200,000 retirement investors who rely on PlanMember Model Car Scale 1 43 Minichamps BMW Z4 GT3 N.76 Nurburgring Modeling
PROVENCE MOULAGE 1 43 HAND BUILT 64 PORSCHE 908 LH LE MANS 1969 RESIN MODEL CAR
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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.

  • Mercedes 190 SL 64 Tour de France 1956 1 43
    Years working
    42
  • Retirement age
    69
  • Model Car Scale 1 43 Diecast M4 Porsche 9082 N.266 Miniatures Modeling
    Annual income
    $97,000
    Annual income
    $97K
Audi R18 Ultra No. 3 5th Lemans 2012
1 18 Ford GT90 GT 90 Concept Rare Diamond White 1995
Osca Mt 4 1500 428 Winner Mille Miglia 1955 Red Jolly Model 1 43 JL0667 Miniatu
Oreca 03 Nissan Signatech 23 Le Mans 2012 1 43 - S3710

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.

  • Lola B05 40-AER Intersport Racing 33 Le Mans 2006 1 43 - S0243
    Years working
    5
  • Ferrari 250 Le Mans Targa Florio 1968 Piper Vesley Best Be9369 1 43 Model
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
AM0145 - FERRARI 290 MM N.8 3rd BUENOS AIRES 1957 A.DE PORTAGO 1 43 MODELLINO MO
BT9256 - FERRARI 250 LM N.180 16th TARGA FLORIO 1966 RAVETTO-STARRABBA 1 43 MODE
BT9430 - PORSCHE ABARTH N.156 TOUR DE FRANCE 1961 R.BUCHET 1 43 MODELLINO MODELL

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
    1 18 Porsche 911 ( 997 ) GT3 CUP - WELLY NEX - 3L 050
    1 18 Lotus Elite Coventry Climax Coupe New 1960 Rare
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
MINICHAMPS BMW 320i E36 STW 1998 - PRINZ V. BAYERN JAGERMEISTER 1 43 - New

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    Minichamps 1 43 McLAREN F1 GTR UENO CLINIC 1995 Le MANS WINNER Lehto Dalmas

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Model Car Scale 1 43 Best Model Fiat Abarth 750 N.4 5th (Winner Class)

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Ever Green Combat Vibration Set Of 2
Model Car Scale 1 43 Best Model Diecast Ferrari 330 GTS and Modeling
Model Car Scale 1 43 Diecast Trofeu BMW 1600 Dnf Drm Lauda Herzog 500+

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Revell Dale Earnhardt Jr. 3 Superman --7 Piece Train Set Diecast
2015 2018 1 24 NASCAR DIECAST BRAD KESELOWSKI ASSORTED
Model Car - 1 43 - Nurburgring 24 Hour - Porsche 997 GT3 - 39 2010
BT9125 - PORSCHE 908 3 N.4 RETIRED TARGA FLORIO 1971 RODRIGUEZ-MULLER 1 43 MODEL