WELCOME! Tremblay Financial Services is an independently-owned financial services company located in Santa Barbara, CA. Our team consists of educated financial advisors who focus on providing our clients with top-notch customer service in the areas of retirement planning, wealth management, estate planning, life insurance, and full-service financial planning.
We invite you to explore everything that Tremblay Financial has to offer. From our educational videos (below), to meeting our team of professionals, come and see why Tremblay Financial is the preferred Financial Services firm in Santa Barbara.
THE MISSION of Tremblay Financial Services’ team of highly qualified Registered Representatives is to offer its products and services to investment clientele using the highest standards of ethics. Tremblay Financial Services professionals continually educate themselves as they work to assist clients in accumulating, preserving, and passing on their wealth.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
You’ve made investments your whole life. Work with us to help make the most of them.
Social Media: #Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
At what point can you call a personal vehicle commercial?
Investors who put off important investment decisions may face potential consequence to their future financial security.
When considering life insurance, it's important to understand your options.
It sounds simple, but paying yourself first can really pay off.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A special needs trust helps care for a special needs child when you’re gone.
Making the most of surprises is a great reason to work with us.
What is your plan for health care during retirement?
What if instead of buying that vacation home, you invested the money?
Even low inflation rates can pose a threat to investment returns.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.