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 Past performance is not indicative of future performance.

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. Life By Design Investment Advisory Services is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, investment strategies, and/or insurance products. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

07/15/2026

When did you last review your employer benefits?

07/09/2026

How to establish high-value goals and create a roadmap to investing in your future. https://lbdias.com/blog-investing-your-goals/

06/29/2026

I'm Monique Marshall RMA®, AIF® President & Founder of Life By Design Investment Advisory Services. My philosophy is "Live a life that you don't need escaping from; a Life By Design, not by default." I firmly believe that everyone deserves a life that feels fulfilling and authentic, one that doesn't require an escape. My 30-plus years of experience in guiding individuals and families have allowed me to design a holistic approach to financial planning that places what matters most to you at the forefront. This approach is tailored to help my clients craft lives they cherish, supported by financial plans that align with their passions and values.

06/25/2026

What you need to know before hiring in-home care… https://lbdias.com/what-to-know-before-hiring-in-home-care/

06/24/2026

Today marks National Widows Day, a day to acknowledge the loss of a partner and the strength required of the survivor. We send warmth and comfort to anyone experiencing widowhood.

06/19/2026

"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. https://lbdias.com/recommended-reading/

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/

Address

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

Website

https://www.lbdias.com/

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