Life Design Financial and Insurance Services

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500 N State College Blvd Ste 1100
Orange, CA 92868
+1 (714) 738-7811
https://lifedesignfinancial.com

Life Design Financial and Insurance Services, located in Orange, CA, specializes in providing custom financial plans and products aimed at helping clients achieve their retirement dreams. Their comprehensive approach involves a discovery process, thorough evaluation of current financial situations, and the creation of tailored strategies to meet unique retirement goals.

As an independent financial services firm, Life Design offers a variety of investment and insurance products and emphasizes the importance of informed decision-making regarding retirement income strategies. The firm hosts financial workshops to educate clients about wealth management and related topics, fostering a community of well-informed individuals planning for their financial future.

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5.034 reviews
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YenBirdie T.
11/16/2019

This wonderful Financial Plannings, Tax and Retirements office has offered the COFEC: Community Outreach Education Class; it is free, meaningful, practical and very educational! Please come to...

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Sara F.
8/8/2023

Terrie Bui is absolutely amazing coaching, training, and providing value to those she works with, around, and for.

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Suzanne C.
3/16/2019

I would give 6 stars ratings if I could!!! My entire family and I had multiple life insurances for over 10 years. Through Terrie's education, we just realized that most of our premiums are paid...

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Eileen L.
2/18/2019

I would give 10 stars if I could!!! I highly recommend any and all services Terrie has to offer. Terri Bui is honest, caring, and is always looking out for your best interests, whether it is in...

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Stephanie B.
3/20/2019

I met Terrie last week and she is so FREAKIN AWESOME!! She helped me with financial advising but with SO much more. I talked to her about my dreams, boyfriend, future, etc. I know Terrie is a...

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