Reliable tax support in Dana Point, California

Life By Design Investment Advisory Services, located at 34179 Golden Lantern in Dana Point, California, is a finance institution that offers a holistic approach to asset management. Our focus goes beyond traditional methods, taking into account immediate and long-term needs, effective tax strategies, and ensuring the protection and growth of your wealth. We specialize in navigating life's transitions and simplifying your financial experience. By exploring diverse tax scenarios, we tailor our services to have both immediate and long-term impacts on your finances. Additionally, we work closely with multi-generational families to develop comprehensive estate and legacy plans.

Welcome to O'Kelly Pacific: Your Dana Point Real Estate Experts Located at 34214 Street of the Violet Lantern in the beautiful coastal city of Dana Point, California, O'Kelly Pacific is your trusted real estate agency for all your property needs. With nearly two decades of experience, our broker and owner, Kyle, is a licensed expert (CA DRE# 01336643) in the Dana Point and coastal Orange County area, passionately dedicated to helping buyers and sellers achieve their real estate goals.