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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.

Helpful Content

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

 

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Estimate Your RMD

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

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An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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