Life Design Financial & Insurance Services
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-
Address
500 N State College Blvd Suite #1100
Orange, CA 92868 -
Phone
(714) 738-7811 -
Website
lifedesignfinancial.com
Location
About 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.
Score Summary
BizScoreAI scanned the website lifedesignfinancial.com on July 27, 2026. Life Design Financial & Insurance Services has a BizScore of 57 out of 100.
- AI Visibility35 out of 100
- SEO83 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 0 of 25 points, Content Readiness 14 of 30 points, AI Trust Signals 14 of 20 points.
Website audit sub-scores (out of 100): On-Page 78, Technical 93, Performance 97, Content 63.
Strengths: 7 checks passed. AI Crawler Access, AI Content Blocking, Google Business Profile Link, AI-Parseable Headings, Meta Description, XML Sitemap, Author Signals.
Areas to improve: 10 checks. llms.txt (failed), FAQPage Schema (failed), LocalBusiness Schema (failed), Third-Party Review Links (failed), Q&A Content (failed), Organization Schema (warning), Speakable Schema (warning), Hyperlocal Targeting (warning), Local Multimedia (warning), About/Team Page (warning).
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AI engine reads
Read by AI engines 3 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this businessContact Life Design Financial & Insurance Services
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