Services
Champion Your Financial LIfe. Learn how you can champion your own financial life through the services we offer.
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Workplace Savings
We are uniquely suited to work with owners and business leaders of for-profit and non-profit organizations. Starting with the business owner/leader and benefits office manager, we help you discover the right plan for you and your goals.
Additionally, we know that a financially sound employee is a productive employee. With our existing educational content, we engage your employees to encourage them to participate and save appropriately for their retirement.
- 403 (b) / 457 (b)
- 401 (k) / 401 (k) Rollover
- IRA/Roth IRA investments
- Partnership Planning
- Retirement Accumulation
- College Planning
- Life Insurance
- Cash Flow Planning
- Debt Reduction Strategies
Retirement Income Planning
Navigating the transition from retirement accumulation to retirement spending can be tricky. Who is really ready for potentially 30 years of unemployment? We work with you to determine your needs and appropriately match your resources for each phase of your retirement. You deserve to enjoy your golden years with peace of mind.
- Annuities
- Pension Analysis for:
- Public schools
- Federal employees - Long-term care planning
- Government benefit coordination
- Health Care for Seniors
- Cash Flow Planning
- Tax Planning*
Wealth Management
An investment plan does not have to be complicated to be effective. Our goal is to help you construct the investment strategy that will enable you to make an impact on this generation and the next. Your life experiences should be exciting and your wealth management strategies should be easy.
- Legacy Planning
- Efficient Investment Strategies
- Asset Planning
- Trust and Will Planning*
*Please note that PlanMember nor any of its agents or representatives give legal or tax advice. For complete details, consult with your financial advisor, tax advisor or attorney.
For more information about our firm and the services we offer, fill out the form below or call the office. We would welcome the opportunity to speak with you.
Office number: (443) 283-3482