Your Retirement Life By Design
Life By Design Investment Advisory Services specializes in Retirement Wealth Management, simplifying the process of aligning your goals with your financial plan. Located in Dana Point.
Our Approach
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. This is achieved through our focus on…
Retirement & Life Transitions
Navigating life's transitions can pose its own set of challenges- we can simplify your experience.
Tax Planning Strategies
Exploring diverse tax scenarios ensures a focus tailored to both immediate and long-term impacts on your finances.
Estate Wealth Management
Working closely with multi-generational families, we specialize in developing comprehensive estate and legacy plans.
Are you ready to retire?
We know the thought can be overwhelming, but we are here to simplify the process and get you started. Take the first step with our complimentary retirement checklist.
Retirement Wealth Management
Our Experience
BANKING INVESTMENT ADVISOR
COMPANY FOUNDED IN
PRIVATE WEALTH FIRM
COMBINED EXPERIENCE
About Us
Your Wealth Advisor for Life
Led by Monique Marshall, RMA®, AIF® in Dana Point, LBDIAS is dedicated to being your retirement wealth advisor. Expertly shaping a future tailored to your unique aspirations, your Life By Design.
CLIENT TESTIMONIALS
My husband always did our financial planning until he lost his eyesight several years ago. I personally didn’t understand the stock market, bonds, ways to shield or defer Capital Gains or anything about financial planning for that matter. I was referred to Monique and what a blessing she was, has been and continues to be. Over time she has transformed our portfolio into something we are both very proud of and comfortable with...
I began working with Monique Marshall at Life By Design Investment Advisory Services following the death of my husband. Monique simplified my financial planning journey as I dealt with the various insurance payouts. She organized and put money in the correct “buckets” to ensure my financial success as a widow and mother of two (one just starting college and the other one in high school)...
Monique has been our personal financial advisor, and advisor to my family, for over 20 years. She has been an immensely compassionate and highly knowledgeable source of both comfortable and direction.. ..especially to my mother when my father passed away. Her guidance and understanding in our time of greatest need was, and continues to be, a most valuable and appreciated asset we've had for all things financial...
My husband always did our financial planning until he lost his eyesight several years ago. I personally didn’t understand the stock market, bonds, ways to shield or defer Capital Gains or anything about financial planning for that matter. I was referred to Monique and what a blessing she was, has been and continues to be. Over time she has transformed our portfolio into something we are both very proud of and comfortable with...
I began working with Monique Marshall at Life By Design Investment Advisory Services following the death of my husband. Monique simplified my financial planning journey as I dealt with the various insurance payouts. She organized and put money in the correct “buckets” to ensure my financial success as a widow and mother of two (one just starting college and the other one in high school)...
Monique has been our personal financial advisor, and advisor to my family, for over 20 years. She has been an immensely compassionate and highly knowledgeable source of both comfortable and direction.. ..especially to my mother when my father passed away. Her guidance and understanding in our time of greatest need was, and continues to be, a most valuable and appreciated asset we've had for all things financial...
No promotional fees or considerations were provided in association with these testimonials.