Plan Member Services - Planning your future...today.
Marc HouleFinancial Professional
One of the biggest challenges we face in life is to plan for retirement and grow our net worth.
A good first step is to make saving and investing a top priority. It is also important to have a knowledgeable advisor and access to quality solutions designed to help you achieve your retirement and investment goals. That’s where I can help.
I specialize in helping individuals at every stage of life plan and invest for their future. Most of my clients are educators, and employees of nonprofit and for-profit organizations. Some are still working, while others are nearing retirement or enjoying their retirement years now.
Because I worked as an educator for 31 years and am a retired teacher myself, I have made it my mission to proudly serve the needs of the educational community. For 25 years I was a classroom teacher, with my career culminating as president of the Poway Federation of Teachers. Even while teaching, I worked with my educator peers as an independent financial advisor. Now I am able to educate my clients about retirement planning full-time, making it easy for them to understand and helping them establish a plan and set goals they can attain.
As an independent advisor with PlanMember, I can help put a plan in place for your future. You can choose from a broad spectrum of Investment Options, including professionally managed mutual fund accounts and insurance programs. You will also enjoy the Benefits of Membership through the PlanMember Services Program, a comprehensive retirement planning system designed to help take the mystery out of saving for retirement. And, you can choose the level of service that is right for your personal investment style.
Please contact me today so we can create a custom savings and investment plan that will help you reach your investment goals.
Withdrawals may be subject to IRS penalties prior to age 59½ and/or surrender charges. Please read contract for restrictions.
Please see disclosures below.
Representatives registered with and offer only securities and advisory services 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 or guarantee against loss.
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6187 Carpinteria Ave. • Carpinteria, CA • 93013 • (800) 874-6910
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