As financial planners, we see firsthand how incapacity can affect our clients and their families over time. We work closely with the Alzheimer’s Orange Country to do our part to help raise awareness about Alzheimer’s and dementia-related illnesses to help be a voice within our community, and with our clients, family, and friends.
Helpline: 844-HELP-ALZ (844-435-7259)
As we continue to seek opportunities to bring family and friends together, through our social gatherings, we also continue to look for ways to positively impact the youth in our community. The Orangewood Foundation is an organization we connect with, who meet our community values and objectives, and we work with our clients to give back to the children and youth who are in need.
Anaheim Police Department
We truly value the men and women in uniform who work countless hours in keeping our community safe. We are also grateful for the special opportunity to work directly with Anaheim Police Department’s Financial Crimes Unit every year to help inform our clients about protection against financial crime.