LifeMark Wealth Management

Plan Financial is a financial advisory firm that has been serving clients in Fresno, CA for over 35 years. We offer a wide range of financial services, including investments, insurance, and retirement planning. Our experienced team of financial advisors will work with you to develop a personalized financial plan that meets your individual needs and goals. We are committed to providing our clients with the highest level of service and support.

At Warner Wealth Strategies, we operate like a family. One of our most distinguishing traits is how well we listen and how much we care. When you call into our office, you will speak with someone who is not only happy to serve you, but knowledgeable and generous with their time. We understand that you are our client, not your money, we promise never to forget that!

Our firm specializes in helping business owners design retirement plans that help them save on taxes, accumulate funds for retirement, and retain key employees. We alleviate business owners' concerns regarding complex legal requirements, employee participation quotas, and fiduciary duties, among many other potential challenges. Clyde Ford and Michael Deferro have decades of experience structuring all forms of retirement plans and can help business owners design the most suitable structure to accomplish their objectives. Once a retirement plan has been implemented, we work with each individual plan participant to develop sound retirement strategies and preserve wealth.