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3902 State Street
Ste. 101
Santa Barbara, CA 93105

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Tremblay Financial Services

805.569.1982

 
Tim & Marcia Tremblay Tremblay Financial Services The Cost of Procrastination Ready for Retirement?

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.

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The Good Ship IPO

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

 

Social Security: Maximizing Your Social Security Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Business Cycle

How will you weather the ups and downs of the business cycle?

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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