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Join the Dana Point Chamber of Commerce for a ribbon cutting ceremony on Tuesday, August 19 at 3:00pm as we celebrate the 25th Anniversary and office relocation of Life By Design Investment Advisory Services. This event is open to the public and there is no charge to attend. Please click the link in the ticket information to RSVP.
About Life By Design Investment Advisory Services:
Life By Design Investment Advisory Services, proudly celebrating 25 years in Dana Point, 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.
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Event Venue & Nearby Stays
Life By Design Investment Advisory Services, 34179 Golden Lantern Street, Suite 102,Dana Point, California, United States
Tickets
