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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.

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    Years working
  • Retirement age
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    Annual income
    Annual income
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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.

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    Years working
    Retirement age
  • Annual income
    Annual income
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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
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    Annual income
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
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Our four-part planning system is your personalized path to retirement

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    Your personalized road map.

  • 2


    Your dedicated advisor.

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    Your progress.

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    Your confidence.

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Investment programs increase opportunities for members

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