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For 20 years, Scott K. Warner and Life Design Financial have been helping individuals, families and businesses prepare for their financial future. Using a holistic approach, Scott and his team customize financial and investment strategies and tools to fit your personal and professional goals.
Whether you want to retire at 55, or ensure a lasting legacy for your family, Life Design Financial can create a plan to pursue your specific needs. After all, you've worked hard. Your advisor should too.
To learn more about us, we invite you to connect with us online:
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Contact us directly with questions or to schedule your complimentary, no obligation consultation:
Phone: (714) 738-7811
Email: click here
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services offered through AE Wealth Management, LLC (AEWM). AEWM and Life Design Financial are not affiliated entities.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
Insurance products offered by Scott Warner CA License #: 0806890
