CARPINTERIA, Calif.--(BUSINESS WIRE)--Michael E. Martindale of Haven Financial Group, Salem, Ore., announces his affiliation with PlanMember Securities Corporation as a PlanMember Financial Center, expanding retirement investment planning and financial education opportunities for educators and employees of nonprofits in Salem, Bend, Corvallis, and Eugene.
PlanMember, with $8 billion in assets, specializes in the fee-based 403(b), 457(b), and 401(k) marketplace. By co-branding with PlanMember as a Financial Center, established independent advisors such as Michael Martindale can tap the support resources and preferred market access of a national company while maintaining their own local identity. PlanMember has established 31 successful Financial Centers in 19 states, with a goal of expanding to 80 nationally.
Combined with its satellite office in Bend, Oregon, Haven Financial Group has more than $115 million of assets under management, and assists more than 500 households across the Willamette Valley with their retirement planning needs.
“We’re excited to announce our new office location, our partnership with PlanMember Services, and the simultaneous installation of a next-generation technology platform,” said Martindale. “Combined with the shifting lifestyles of baby boomers and millennials, our agency embraces technology solutions to service our clients.”
Martindale began his financial services career in 1980 and has been a PlanMember representative since February, 2011.
“The affiliation with Haven Financial Group supports PlanMember’s plans for expanding its Financial Center business model across the country,” said Jon Ziehl, founder and CEO of PlanMember, “and we’re looking forward to a successful long-term relationship.”
PlanMember is a nationally recognized broker/dealer, investment advisor, and member of FINRA/SIPC, providing retirement planning to the public education and non-profit sectors for over three decades. PlanMember delivers personalized retirement planning services and a broad selection of investment and annuity solutions. The company is headquartered in Carpinteria, California.