Life Design Financial & Insurance Services
500 North State College Boulevard, Orange, California 92868
About the Business
Life Design Financial & Insurance Services is a finance institution located at 500 North State College Boulevard in Orange, California, United States. We specialize in helping individuals achieve their retirement dreams by providing custom plans and products tailored to their unique needs. Whether you are looking for investment advice or insurance solutions, our team at Life Design Financial & Insurance Services is here to help.
By scheduling a meeting with us, you can discover what your ideal retirement looks like and receive a personalized strategy to help you reach your goals. Our independent financial services firm offers a variety of investment and insurance products to suit your needs. We work with AE Wealth Management, LLC to provide investment advisory services and offer insurance products through Life Design Financial.
Please note that investing involves risk and it is important to consult with a qualified professional before making any purchasing decisions. Our goal at Life Design Financial & Insurance Services is to help you secure a stable and fulfilling retirement. Contact us today to schedule your one-on-one meeting and take the first step towards the retirement you deserve.
Contacts
500 N State College Blvd Suite #1100, Orange, CA 92868, United States
Opening hours
Monday:
09:00 - 16:30
Tuesday:
09:00 - 16:30
Wednesday:
09:00 - 16:30
Thursday:
09:00 - 16:30
Friday:
09:00 - 16:30
Saturday:
Closed
Sunday:
Closed
Reviews
"I met Scott about 6 months ago. I was not necessarily looking to make any changes to my current "financial -planning" situation. However, after sitting down with him and feeling comfortable with him as a person as well as his expertise in his field, I decided to make a switch to his company and am happy that I did. He is extremely thorough and patient (and I ask a lot of questions) In my opinion, you can't go wrong counting on him!!!"
"I met Scott Warner about 6 months ago. I was very impressed with his knowledge and the time he spent with me to ensure that I have the best plan to meet my personal financial needs as I plan for my retirement. I have great confidence in Scott and am very pleased with his service. I have recommended him to friends and I look forward to working with him for many years to come. Many thanks to you Scott!"
"Scott is someone that you can count on to give you solid advice and guidance with your needs in mind, when it comes to your financial plans. Scott is reliable and has a commitment to growth and excellence in all that he does. Under the coaching and mentorship of Darren Hardy and partnership with Dave Ramsey, Scott has all of the resources he needs to have a focus on doing what is right all of the time. His book "Getting On Track To Achieve Your Retirement with Confidence" is proof that he knows what he is doing and can be a trusted source of advice for those who need the peace of mind that a plan can be followed without fear."
"I don’t write many reviews about anything but wanted to write this review about how much Scott has help me and my wife find a way to plan for the future. From the beginning Scott has helped with many questions and has made this process easier with his years of experience. He has listened to our concerns and understood our needs by educating and guiding us through the process, every step of the way. It can be daunting contacting a Financial Adviser to discuss your private financial situation (money), but Scott made us feel very comfortable from the beginning. Most of all Scott was approachable, down to earth and made himself relevant and available. This is something I wish I would have done years ago and couldn’t be happier with the outcome. Scott is a true gentleman and professional. We highly recommend Scott and have done so to many of our friends and Family."
"I met Scott at a retirement planning seminar. Meeting with him to review my finances and my vision for my future was the best thing I could have done! His book is a great intro to him and his expertise in preserving wealth. Scott keeps in contact with me, which is appreciated. I continue to refer him to many of my friends because of the trust I have in him."
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