SR Alliance members are all highly respected experts in their field

RETIREMENT PLANNING, FINANCIAL SERVICES

Hillard Rest, CFP, President, Hillard Rest Associates

Hillard has been in financial services for 30 years and is a Retirement Income Planning and Safe Money Specialist. He has been instrumental assisting thousands of seniors design the retirement they wish to have.

800-786-4098     email:  hrest@aol.com        website: www.hillardrest.com

Biography

HEALTH, LONG-TERM CARE & LIFE INSURANCE

 Anita G. Clark, CA Licensed Life & Health Insurance Agent

With a wide variety of insurance plans available today for all needs and budgets, Anita helps retirees and seniors protect their health and finances through personalized Medicare supple-ments, HMOs, Long-Term Care Insurance and Final Expense Life Insurance     

714-206-3120      email:  info@anitaclarkltc.com        website:  www.anitaclarkltc.com

Biography

REFERRAL AND PLACEMENT SPECIALISTS FOR SENIOR HOUSING

 Jacque Schweppe

Specializing in Memory disorders, Parkinson's, Alzheimer's and Vascular Dementia. Jacque has over 26 years of experience.  We support and assist your family with an understanding of the disease process. Save energy by calling Alzheimer's Placement Specialists.  All of our services are at no cost to you.

714-259-7965   email:  jacqueschweppe@yahoo.com   website:  www.alzheimersguidance.com

Biography

ESTATE  PLANNING AND TRUSTS

Gillian M. Stein, Attorney at Law

Gillian focuses on providing Estate Plans for the small and medium size estate with personal attention to each individual situation, ensuring provisions are in place for you and your estate in the event of incapacity or death.

949-725-0244     email: gillstein@steintrusts.com        Website:  www.steintrusts.com

Biography

HOME CARE

Randy L. German,                Community Relations                  Assured In Home Care

Assured In Home Care provides carefully screened caregivers to assist in the home with bathing, dressing, grooming, meal prep., transportation and light housekeeping.  We can provide Hourly, Live In and/or Hospice care for your loved one.  We are available 24 hours/day - 7 days a week.

949-394-5678   email: randy@assuredinhomecare.org   email: Carla@assuredinhomecare.org   

website:  www.assuredinhomecare.org                                                      Biography

HOME MEDICAL SUPPLY

Leslie Gibola, President Adapt 2It           Biography
Jeanne Gormick, Marketing Director       Biography
Adapt 2 IT

Adapt 2It is a unique Medical Supply store that promotes an individual's ability to maintain dignity while using various Medical Equipment. We accomplish this through the use of color, education and adaptations.

949-457-1600     email: jeanne.gormick@adapt2it.com      website: www.adapt2it.com

REVERSE MORTGAGES AND MORTGAGES

Ken Watson, CMPS        Ken Watson Lending         Biography

With over 15 years of mortgage lending experience Ken is considered an expert on all aspects of residential mortgage lending. Through the use of Reverse Mortgages, Mortgage Planning and Equity Management tools, Ken has helped hundreds of families finance their American Dream!

877-536-9287   

                                         email:  kenwatson@kenwatsonlending.com            website:  www.kenwatsonlending.com

REAL ESTATE SERVICES 

Boker Yaruss, Broker, Estate Agent                       Surterre Properties, Newport Beach

Boker Yaruss is both an Associate Broker and Graduate of the Real Estate Institute.  His professional experience in the Senior Market gives him the expertise necessary to help seniors with special needs, families with probate issues and
other unique situations that call for special care, patience and knowledge.

949-929-7187        email:  boker@bokeryaruss.com             website:  www.bokeryaruss.com

GERIATRIC CARE MANAGER   

Kari Buist-Baker, RN, Certified Case Manager, Legal Nurse Consultant    SeniorLife Management

Kari is an RN, CCM professional who coordinates multiple services to maintain the best standard of care planning for the senior.  This includes harmonizing multidisciplinary services with available community resources, involves implementing communications between physicians and others, while ensuring effective outcomes within an efficient time frame. 

949-716-1266   email: Kari@SeniorLifeMgmt.com      website: www.SeniorLifeMgmt.com