Welcome to the web site of Whaley Financial Services

What is your Superpower?

Give yourself the power to realize your retirement dreams

Liquidity Don’t lock your money up in products with lengthy withdrawal penalties*

Flexibility What meets your needs today may not tomorrow

Choice One size does not fit all people or markets

Risk Control Too little risk can be as harmful as too much

*Withdrawals from qualified retirement accounts are subject to normal income taxes, and a 10% IRS penalty may occur if taken prior to 59 ½. Withdrawals from annuities may be subject to surrender charges

1. Complete the form below & click
the submit button below to submit your
request for an appointment
OR
email:

PatriciaCox@planmembersec.com

2. You will receive a phone call and
email to confirm your appointment

Let us provide you with a retirement projection and show you how we work with our clients and we’ll give you a complimentary acrylic drink cup!

Name:
County/School Name:
Phone Number:
Cell Phone:
E-mail Address:
Date of Birth:
Date of Hire:
Current Salary:
Retirement Savings total to date:
Contribution amount per pay:
Age at which to retire:
Best Date(s)/Time to Meet: Please provide at least two options — we will attempt to meet you at your convenience

Before investing carefully read the prospectus(es) which contain information about investment objectives, risks, charges, expenses and other information all of which should be carefully considered before investing. 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 nor guarantee against loss. Representative registered with and securities and advisory services only offered through PlanMember Securities Corporation. A registered broker/dealer, investment advisor and member FINRA/SIPC. PlanMember is not liable for ancillary products or services offered by Whaley Financial Services. 6187 Carpinteria Ave, Carpinteria, CA 93013 (800) 874-6910

Whaley Financial Services™

Financial Planning for Your Life

7061 Deepage Drive, Suite 101B
Columbia, MD 21045

(443) 283-3482 (local) • (443) 283-3914 (fax)
(866) 464-7404 (toll-free)

Representatives registered with and securities and advisory services offered through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. PlanMember Securities Corporation 6187 Carpinteria Ave., Carpinteria, CA 93013 (800) 874-6910. Privacy | Terms of Use. Whaley Financial, Inc. and PlanMember Securities Corporation are independently owned and operated. PlanMember Securities is not responsible for ancillary products offered by Whaley Financial Services.

© WHALEY FINANCIAL SERVICES — All rights Reserved 2011

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