Life Design Financial & Insurance Services

Life Design Financial & Insurance Services is a Financial Planner in Orange, CA. The firm helps individuals and families manage their wealth and assets to pursue specific retirement goals. It delivers custom plans and products through a structured process that begins with discovering the client's ideal retirement, evaluates the current financial situation to determine needs, and concludes with a custom strategy to reach those unique goals.

The firm organizes its services into three core areas: Grow, Preserve, and Give. Under Grow, it offers retirement income strategies, wealth management, annuities, investments, and IRA or 401(k) rolvers to put hard-earned assets to work. The Preserve area focuses on asset preservation strategies, life insurance, tax-efficient strategies, and long-term care strategies to protect the assets needed for retirement. The Give area addresses legacy planning, including IRA legacy planning, to provide for people and causes clients care about. The firm also offers a free portfolio risk analysis and hosts financial workshops on retirement income strategies and wealth management.

Scott K. Warner is the Founder, President, and Investment Adviser Representative. He holds a Bachelor of Science degree in finance, real estate, and law from California State Polytechnic University at Pomona. Warner stays current on economic trends by attending continuing education courses across the country and studying the work of well-respected financial professionals. He is active in the local business community and his church in Anaheim. The firm holds a 5.00 rating.