Life By Design Investment Advisory Services

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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 choosing 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.

Medicare Open Enrollment begins today October 15. If you haven't already, now is the time to assess if you should change...
10/15/2026

Medicare Open Enrollment begins today October 15. If you haven't already, now is the time to assess if you should change your coverage before December 7th.

Please meet Sandy Pellegrini, our Senior Services & Strategic Partnerships Liaison. She's helping extend our high-touch ...
09/23/2026

Please meet Sandy Pellegrini, our Senior Services & Strategic Partnerships Liaison. She's helping extend our high-touch approach to wealth management beyond financial planning and into the real-life transitions our clients and their families experience. The goal is simple: when a financial plan encounters a real-life transition, our clients don't have to navigate the next steps alone. Get to know more about Sandy
https://lbdias.com/sandy-pellegrini/

Supporting your Life By Design extends beyond your portfolio and financial planningmeetings. Living a Life By Design mea...
09/08/2026

Supporting your Life By Design extends beyond your portfolio and financial planning
meetings. Living a Life By Design means living intentionally. The choices we make
around lifestyle and habits now (regardless of your starting point) can impact your
health. Health and longevity can have major impacts on your finances.

Research suggests addressing risk factors for poor cardiovascular health between the ages of 45 and 65 could help reduce risk of cognitive decline

08/20/2026

Annual Reminder: Conducting an annual review of your employer benefits is essential for maximizing your financial plan. By taking the time to evaluate your health insurance, retirement plans, FSAs/HSAs, insurance coverage, wellness benefits, and educational assistance, you can identify opportunities to optimize your benefits and increase your overall financial security. https://lbdias.com/blog-maximizing-your-financial-plan-annual-review-employer-benefits/

08/06/2026

Social Security has weathered past storms, and it's unlikely to disappear. But treating it as the only pillar of retirement is risky.

At Life By Design, we guide clients in building resilient strategies that reflect not only what they have, but what they envision for the future. By understanding the role of Social Security in your retirement ecosystem, you gain the clarity and confidence to live intentionally and design a future aligned with your highest goals and values. https://lbdias.com/blog-social-security-your-retirement-life-design/

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

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