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For Employers PlanMember Financial About PlanMember ​Contact Login Market Updates Membership Membership Four-Part Planning System Products & Services Resources Planning Advice Financial Well-being Search for: Login Search for: Market Updates Membership Membership Four-Part Planning System Products & Services Resources Planning Advice Financial Well-being More For Employers PlanMember Financial About PlanMember ​Contact Strength in Numbers Join more than 200,000 retirement investors who rely on PlanMember Find Out Why 25 More than 25 years serving clients in public education, mission-driven organizations and individual investor relationships Learn about Services & Solutions 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. Years working 42 Retirement age 69 Annual income $97,000 Annual income $97K 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. Years working 5 Retirement age 65 Annual income $41,000 Annual income $41K 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 Annual income $85K Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons. Want to learn more? Have a PlanMember financial professional contact you: Thank you for reaching out to PlanMember, we'll be in touch shortly. If you need to reach us now, please call (800) 874-6910. Our four-part planning system is your personalized path to retirement 1 Analysis Your personalized road map. 2 Advice Your dedicated advisor. 3 Review Your progress. 4 Support Your confidence. Learn more 30+ Investment programs increase opportunities for members Are you on track for a secure retirement? Calculate your retirement income needs... 500+ Our clients enjoy individual attention from over 500 experienced financial professionals in all 50 states 4,000 Serving 4,000 employer organizations across the country Get started now Please see disclosures below About Us ​Contact Us Privacy Terms of Use Order Routing Practices CRS / Disclosures Sitemap CCPA Personal Data Request Securities and advisory services offered through PlanMember Securities Corporation. A registered broker/dealer, investment advisor and member FINRA / SIPC Before investing, carefully read the prospectus(es) or summary prospectus(es) which contain information about investment objectives, risks, charges, expenses and other information all of which should be carefully considered. For current prospectus(es) call (800) 874-6910. Investing involves risk. The investment return and principal value will fluctuate and, when redeemed, the investment may be worth more or less than the original purchase price. Asset allocation or the use of an investment advisor does not ensure a profit nor guarantee against loss. 6187 Carpinteria Ave. • Carpinteria, CA • 93013 • (800) 874-6910 © 2021 PlanMember Financial Corporation. All rights reserved....