Giving Back

Our Mission to “Enhance the Lives of Those We Serve” applies not only to each other, our Advisors, and their Clients but also to our Communities. We are steadfast in our commitment to align and partner with charitable organizations across the country and to “Give Back.” OIP Team members are passionate and engaged with the charities we carefully identify and choose to partner with. We also encourage our network of Advisors to get involved. Inquire with one of our OIP team members about how you, too, can make a positive impact in the lives of those in need.

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Travis Manion Foundation

Optimized Insurance Planning stands by our nation’s Veterans and is a proud supporter of the Travis Manion Foundation (TMF). Travis Manion Foundation believes Veterans and families of the fallen are critical resources to unite communities and strengthen our national character.

In order to adequately equip them for their role as leaders, TMF provides them with personal development and training to grow and thrive – beginning with mental health and well-being and continuing with community support. Armed with these resources, they are empowered to serve and unite communities while ensuring the legacies of our fallen live on in the next generation of leaders.

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Meals on Wheels

Optimized Insurance Planning supports Meals on Wheels Orange County whos goal is to nourish the wellness, purpose, and dignity of seniors and their families in our community.

Meals on Wheels Orange County leverages its 22,000-square-foot commercial kitchen and warehouse to process all our foods while providing social enterprise opportunities to the community at large. Meals on Wheels Orange County receives our support through special grants and donations generously provided by YOU!

Travis Manion Foundation Logo

The Alzheimer’s Association

Optimized Insurance Planning supports the Alzheimer’s Association, a leading voluntary health organization in Alzheimer’s care, support, and research.

About the Walk to End Alzheimer’s
Held annually in more than 600 communities nationwide, the Alzheimer’s Association Walk to End Alzheimer’s® is the world’s largest fundraiser for Alzheimer’s care, support, and research. This inspiring event calls on participants of all ages and abilities to join the fight against the disease.

While there is no fee to register for Walk, all participants are encouraged to raise critical funds that allow the Alzheimer’s Association to provide 24/7 care and support and advance research toward methods of prevention, treatment, and, ultimately, a cure.