Life By Design Investment Advisory Services

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Dana Point, CA
Life By Design Investment Advisory Services

Life By Design Investment Advisory Services is a Retirement Wealth Management firm in Dana Point, CA

https://www.lbdias.com/terms-of-use/

Life By Design Investment Advisory Services specializes in Retirement Wealth Management, simplifying the process of aligning your goals with your financial plan. Our holistic approach goes beyond traditional asset management, focusing on immediate and long-term needs, effective tax strategies, and ensuring plan protection for the longevity and growth of your wealth. Partnering with us means choosi

ng a firm that not only understands the intricacies of wealth management but also deeply values and incorporates your personal aspirations and unique life narratives into every financial strategy. https://www.lbdias.com/terms-of-use/

06/17/2026

The key to life insurance is to do it right. Following this helpful advice may ease the burden and have you feeling good about your purchase right from the beginning. https://lbdias.com/blog-securing-your-future-exploring-importance-life-insurance-and-available-options/

06/15/2026

Over 80% of people overestimate the cost of Life Insurance, but depending on your circumstances it could cost around $1 a day. https://lbdias.com/blog-protection-planning-life-insurance-facts/

06/11/2026

The influence of others is impacting you and your goals whether you are aware of it or not. Learn about safeguarding against that through 'thick desires' in What Monique is Reading https://lbdias.com/recommended-reading

06/09/2026

An income protection plan, which provides a safety net in the event of an inability to work due to illness, injury, or disability. In this blog, we delve into the concept of an income protection plan, its benefits, and why it should be a vital part of your financial strategy. https://lbdias.com/blog-how-safeguard-your-financial-future-income-protection-plan/

06/08/2026

It's never too early to start planning for future summer vacations.

06/05/2026

Together, we aim to anticipate rather than react. We plan ahead for income needs, optimizing tax strategies, and building a thoughtful legacy.
https://lbdias.com/a-wealth-advisor-for-life-why-ongoing-planning-matters/

05/29/2026

"Are the goals you are pursuing truly your own?" That question is at the heart of Luke Burgis's book, Wanting: The Power of Mimetic Desire in Everyday Life, a thoughtful and practical read about why we want what we want and Monique's next Recommended Reading. https://lbdias.com/recommended-reading/

05/27/2026

Your health is truly your wealth regardless of age. What's one thing you can do to take care of your mind and body today?

05/25/2026

Remembering and honoring the heroes who have served our country with bravery.

05/21/2026

"Each encounter we have with another person enables them, and us, to want more, to want less, or to want differently." This fact is driven home in Luke Burgis' book Wanting, a deep dive into understanding why we want what we want and how interactions shape our lives. A book that clearing illustrates paths to a Life By Design, or one by default. Learn more about What Monique is Reading https://lbdias.com/recommended-reading

Address

34179 Golden Lantern Street, Suite 102
Dana Point, CA
92629

Website

https://www.lbdias.com/

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