Life Design Financial & Insurance Services

Life Design Financial & Insurance Services At Life Design Financial, we believe in getting to know our clients and learning about their hopes and future goals. Owned by Scott K. CA LIc

With that information, we then design a financial strategy that fits their time line and lifestyle. Warner, a financial consultant for more than 31 years, Life Design Financial takes a different approach to financial management and planning. We question traditional financial thinking and apply sound strategies to help ensure that our clients and their families are able to consistently and successf

ully reach their life's goals. Life Design Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment Advisory Services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), AEWM and Life Design Financial are not affiliated companies.

06/02/2026

A forgotten form can override your will.

05/28/2026

See what a century of investing history shows.

05/26/2026

A quick guide to key Social Security decisions.

05/21/2026

History shows why comfort can come at a cost.

05/19/2026

A simple guide to key Social Security choices.

05/14/2026

See what a century of history says about cash.

05/12/2026

Break down key Social Security decisions.

05/07/2026

A simple lesson about time and discipline.

05/05/2026

Breaks down 2,700 Social Security claiming rules.

04/28/2026

New research challenges old ideas of retirement.

Address

500 N. State College Boulevard Suite 1100
Orange, CA
92868

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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