About Us
- Custom Landing Pg 1
- About [FC Name]
- Our Team
- Join the [FC NAME] Team (DEFAULT)
- News
- About PlanMember
- Contact Us
- Focus Area 1
- Focus Area 2
- Plan Type FAQs

Who We Serve
- Early Career
- Mid Career
- Late Career
- In Retirement
- ...for this group
- Comprehensive Support
- Employer FAQs

How We Can Help
- Register for an Event
- Personal Retirement Plan
- Retirement Calculator
- Service 1
- Service 2
- A Proven Approach
- Programs, Plans & Investment Choices
- Custom Landing Pg 1
- Focus Areas 1
- About PlanMember
- Resource Hub
- Mid Career
- Late Career
- Early Career

Login/Enroll
- Login
- Enroll
Schedule an Appointment

Menu

About Us
- Learn More
- Focus Areas
Who We Serve
How We Can Help
Login/Enroll
- Login
- Enroll

Schedule an Appointment

Custom Landing Pg 2

We’re ready to help.

Contact [FC NAME] today.

See disclosures below

[FC NAME] [FC PHONE NUMBER] [FC ADDRESS] Email: [FC EMAIL]

Financial Center Name
Difference
Our Team
News & Events
A Model Plan Solution
Get Started

Learn about the benefits of membership.

Bill Devine FL LIC:669450 Keith F. Brady, CRPS® NY LIC:878058 Eric Busto NY LIC:1420295 Kevin J Cantwell NY LIC:833815 Nicholas Cava, CFP® NY LIC:655283 Nicholas Cava & Matthew Davis NY LIC: Matt Davis NY LIC:1309163 Thomas M Desroches NY LIC: Matthew L. Devine, CFP®, CLU® NY LIC:1187573 Kevin Donovan NY LIC: Alexander Dudley, CFP®, ChFC® NY LIC:LA-1728600 Keith F Edmonson NY LIC: Michael Hackett NY LIC:LA-942399 Adam Janowski NY LIC: Kimmy Janowski NY LIC:1861675 Richard C Justino, ChFC® NY LIC:902361 Tyler McCabe NY LIC: Luke H Morgan NY LIC:908315 Rocco Muratore NY LIC:749502 Ralph P Ruggiero NY LIC:1302109 Jeff Spiro NY LIC:1077804 Marc Zimmerman, CRC® NY LIC:817984

Representatives registered with and offer only securities and advisory service through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC.

[FC NAME] and PlanMember Securities Corporation are independently owned and operated.

PlanMember is not responsible for ancillary products and services offered by [FC NAME].

Investors should carefully consider the investment objectives, risks, charges and expenses of a mutual fund before investing. This and other important information is contained in the prospectuses or summary prospectuses, which can be obtained from the financial professional for your plan and should be read carefully before investing. All investments may involve risk, including possible loss of principal.

Asset allocation or the use of an advisor does not ensure a profit or guarantee against loss.

6187 Carpinteria Ave. • Carpinteria, CA • 93013 • (800) 874-6910 Privacy | Terms of Use | Sitemap

​​Custom Landing Pg 2

See disclosures below

Custom Landing Pg 2