Medicare is the federal health insurance program for people 65 or older, or for those who have certain health conditions. Understanding the diverse Medicare options empowers you to make informed choices for yourself and your loved ones. #medicare #medicareoptions https://lnkd.in/gei7hmCg
PlanMember Financial Corporation
金融服务
Carpinteria，CA 6,015 位关注者
Planning your future...today?
关于我们
Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and over 42 regionally-based Financial Centers located across the country. Specializing in creating and servicing retirement plan solutions for nonprofit and for-profit employers and their employees, and for associations, unions, membership groups and their members, PlanMember offers a broad range of investment choices. We deliver unparalleled support and service in our commitment to help meet the retirement needs of individual investors and groups. An innovator of asset allocation portfolios comprised of mutual funds, PlanMember developed the PlanMember Services Program, a fully integrated retirement planning, investment and annuity solution to help individuals plan, save for and achieve a financially secure retirement. On the employer side, the PlanMember 403(b) & 457(b) Savings Program offers a unique and exclusive turnkey retirement plan solution that delivers service, investment options and compliance expertise to employer groups. Opportunities exist for financial professionals to join PlanMember as a PlanMember Financial Center, affiliated PlanMember Financial Center advisor or individual advisor while remaining independent. Our distribution partners across the country enjoy PlanMember's commitment to sales training, business development and integrated marketing as well as administrative, compliance and technology support through our distinct Partnership for Success Program. Contact PlanMember at (800) 874-6910. PlanMember Financial Corporation provides broker/dealer, investment advisory and administrative services through its operating subsidiaries. Representatives are registered with and securities and advisory services are offered through PlanMember Securities Corporation, a registered Broker/Dealer, investment advisor and member FINRA/SIPC.
- 网站
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https://www.planmember.com/members/?utm_source=linkedin&utm_medium=social&utm_campaign=rec&utm_content=home
PlanMember Financial Corporation的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Carpinteria，CA
- 类型
- 私人持股
- 创立
- 1992
- 领域
- Retirement planning for nonprofit and for-profit organizations and membership associations、Lifestage Planning、PlanMember Services Program 4-Step Planning Process、Plan & Savings Analysis、Financial Literacy Education和PlanMember Financial Centers
地点
PlanMember Financial Corporation员工
动态
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Celebrating Women's History Month with stories of women making a difference in finance! Marina Armbruster's journey in financial services is driven by her passion for helping others achieve their financial goals. Her advice to aspiring women: find a mentor, preferably another woman in the industry, to guide you in building your career. ???? #WomensHistoryMonth #WomenInFinance #MentorshipMatters
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Have you recently come into a financial windfall? ?? Navigating this exciting time can be complex, with important decisions to make about your newfound fortune. From securing your funds to understanding tax implications and planning for the future, there are many factors to consider. Check out this article for tips and guidance! #FinancialWindfall #WealthManagement https://lnkd.in/gYagWaYW
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Today we honor George Washington's timeless legacy: a vision of national unity that transformed individual aspirations into a collective American promise of democracy and shared purpose. #Washingtonsbirthday
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Did you know that debt can help you build wealth? Learn how to use it strategically for long-term financial growth. #FinancialFreedom #WealthBuilding
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Teaching teens the fundamentals of saving, budgeting, and credit can help set them up for a financially stable future. As they prepare for adulthood, the right tools can help them avoid common financial mistakes. Explore these ten practical tips to strengthen your teen’s financial literacy. #FinancialLiteracy #TeenFinance
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100 Coats and Counting!????We are excited to share that our employees donated over 100 coats to the Ventura Rotary Coats for Kids drive! Together, we're making a positive difference in our community, one warm coat at a time. #PlanMember #CommunityStrong #CoatDrive
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Start the year by reflecting on how you can make the most of your retirement. Take a moment to assess your spending habits and find ways to save for the things you love doing most. It’s the perfect time for a fresh start. #RetirementGoals #FreshStart https://lnkd.in/ggBZixP8
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PlanMember had a blast hosting our annual office holiday party! We celebrated the season with laughter, trivia, and our amazing team. Happy Holidays from #PlanMember!?? #HappyHolidays?