PlanMember Expands Its Financial Services with New Center in East Providence, RI

PlanMember's New Venture in East Providence, RI

PlanMember, a leader in retirement planning and financial services, is thrilled to announce the opening of its latest independent financial center, the WealthPlan Advisor Group, located in East Providence, Rhode Island. This new center marks a significant milestone in PlanMember's growth strategy as it aims to expand its reach and services across the nation.

Founded by renowned financial advisor Stephen Vachon, the WealthPlan Advisor Group brings with it over 25 years of experience in financial advisement. Stephen Vachon expressed his enthusiasm about this new venture, stating, "I've been a financial advisor for pretty much my entire adult life... becoming a PlanMember Financial Center is definitely one of the most exciting developments of my career." He is particularly eager to utilize the support and resources available through PlanMember as he builds his team and enters new markets, particularly in institutional 401(k) and 403(b) sectors. The introduction of PlanMember's Pooled Employer Plan (PEP) product, known as Pooled Employer Plans - Wealth Plan, is a cornerstone offering that WealthPlan is excited to integrate into its services.

Jon Ziehl, President and CEO of PlanMember, commented on the opening, stating, "We're really excited to welcome the new PlanMember Financial Center in Rhode Island. WealthPlan is one of our newest PlanMember advisor relationships, but their core mission and vision for the future are very much aligned with our own." This alignment in principles and goals indicates a promising future for WealthPlan under PlanMember's umbrella.

As a financial entity managing over $20 billion in assets, PlanMember is dedicated to supporting financial advisors who are focused on providing exemplary retirement planning services to their clientele. Currently, PlanMember boasts over 50 independent financial centers across 27 states, with an ambitious goal to expand this figure to 80 centers nationwide. The increase in financial centers, including the latest addition in East Providence, signifies a growing need for accessible and personalized financial advisory services in today's market.

For more than 30 years, PlanMember Financial Corporation has been at the forefront of providing tailored retirement planning and administrative services to both public and private sector employers and employees. The company stands out by offering a wide selection of investment programs designed to cater to diverse client needs. With its headquarters in Carpinteria, California, PlanMember continues to uphold its mission to "Plan your future... today®" as it solidifies its position as a prominent player in the financial services industry.

Individuals or businesses interested in learning more about WealthPlan Advisor Group and their offerings can visit their website, which outlines their commitment to delivering financial planning excellence. This latest development in East Providence not only enhances the financial landscape of Rhode Island but also sets a precedent for what can be achieved through collaboration in the financial services sector.

In conclusion, the launch of WealthPlan Advisor Group under PlanMember's guidance represents a positive stride in the enhancement of financial services available to clients in East Providence and beyond. This partnership heralds a new era of opportunity and growth for both the financial advisors involved and the clients they serve.