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Join more than 200,000 retirement investors who rely on PlanMember Megahouse Space Battleship Yamato 2199 Girls Collection Hilde Schulz 0220188664
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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.

  • Space Battleship Yamato Resurrection Tugboat Garage Kit M.E.F Mf Mecha
    Years working
  • Retirement age
  • IJN Battle Ship Kirishima Updated Edition Model Kit (1 350 Scale)
    Annual income
    Annual income
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Combrig 1 350 Russian Destroyer Leader Baku, 1939, resin kit 3538WL
Combrig 1 350 SMS Novara Cruiser waterline, 1915 resin kit 3568WL
96-002 C.S.S. Palmetto State 1 96th Confederate Cottage Industry Ironclad Ram

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.

  • Hobby365 New 1 200 ARIZONA Super Detail-Up Set for Trumpeter MD20001
    Years working
  • Dluxe Ver. IJN Aircraft Carrier HIRYU 1 350 FUJIMI with Optional parts
    Retirement age
  • Annual income
    Annual income
Combrig 1 350 2nd Class Cruiser Almaz, 1903, resin kit 3569FH
Combrig 1 350 Battlecruiser HMS Indefatigable, 1911, resin kit 3531WL
Award Winner Built Dragon 1 350 USS Arleigh Burke DDG-51 +PE Set

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
  • Retirement age
  • Annual income
    IJN Destroyer SUZUTUKI , FUYUZUKI , AKIZUKI 1 350 Scale
    Pit road 1 700 Coast Guard hateruma-class patrol vessel PL-66 Shikine J58E with
    Annual income
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
FeR Miniatures, Clansman Highlander Culloden, 1 10th scale bust Kit, NIP Resin

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Our four-part planning system is your personalized path to retirement

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Investment programs increase opportunities for members

Series 77 Miniatures A48 Iroquois Indian Toolah in kit 90mm  (Loc = G1 back)

Are you on track for a secure retirement? Calculate your retirement income needs...

Kirin 120mm (1 16) Waffen-SS SS-Unterscharfuhrer Ardennes 1944 WWII w Base 21539
Andrea Miniatures TR-02 Panzer Grenadier, France 1940 90MM
MGM 060-051 1 72 Resin WWII Japanese KA-TSU Torpedo Carrier (full hull) 500+

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