The Work We Do

 

We provide wealth management services of individually tailored investment portfolios based on specific goals and objectives that are defined through the creation of a financial plan. Your goals-based long-term investment strategy takes into account your risk capacity, tax sensitivities and more.

LBDIAS helps you find retirement income solutions, establishes four foundational life allocations, and advises you through tax complexities. In addition to Protection Planning, we offer Trust & Estate Planning and take great care in navigating wealth transfer.

FAQs

Who We Are

We are a goals-based wealth advisory firm specializing in guiding you to and through retirement. More specifically, the retirement lifestyle you want, not the one you end up with by default. Our firm’s in-depth financial planning practices are designed to help you thrive in retirement.

As a Registered Investment Advisor, Life By Design Investment Advisory Services is held to the highest fiduciary standard and always acts in the best interest of you, our client. As a boutique firm we are capable of offering our clients an individualized and attentive service backed by years of experience.

Our Team

Who We Work With

We work with high net-worth individuals and families who are ready to prepare for their future and retirement. Our members have passions in their life they want to pursue and our work is to support and sustain them with a long-term vision and investment strategy.

It’s not just your financial plan, it’s your life plan. With that in mind, LBDIAS works only with clients who are a good fit for goals-based planning. Our investment management portfolios and services are offered exclusively to members who have completed our financial plan process.

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.

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I was referred to Monique at Life By Design Investment Advisory Services 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 trust her implicitly to make all decisions that she feels are best for us and she does an amazing job of watching and protecting our investments and making changes when necessary to benefit us.

Monique is incredibly knowledgeable and has helped us actualize the lifestyle we want- a Life By Design. Growing old will be so much better for us with Monique taking care of us, she was the perfect fit! - Shelly I.

Shelly I.

No promotional fees or considerations were provided in association with this testimonial.

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). 

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I realized I was beginning my retirement planning 10 years before I was ready to in-fact retire; thus making the transition process or experience to retirement easier, or should I say less scary! I didn’t think I was in a position to retire at age 60, but LBDIAS’ process kept me on track in order to do so.

Monique ensured my preparedness for the different aspects of retirement, i.e. enjoying life in retirement as well as being in a good financial position. I feel very comfortable with the monthly income from my various accounts and my other income sources. I also have a long term care plan in place (if needed).

It’s comforting to have a firm base and a very knowledgeable financial planner to work with. I have an exceptional working relationship with the LBDIAS staff, not to mention the ease of being able to sign in electronically to see the current status of all my accounts.

LBDIAS is my home base to validate I have everything in place for a successful and long retirement as well as a living trust to make sure things are in place when I’m gone. Finally, it’s worth noting that I’ve worked with LBDIAS during pretty major life events including the loss of my husband, working following his death to insure both kids got through college (which they happily did!), and being able to retire happily at 60 years old.

Mary G.

No promotional fees or considerations were provided in association with this testimonial.

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