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.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
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.
Around the country, attitudes about retirement are shifting.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
When to start? Should I continue to work? How can I maximize my benefit?
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
This calculator helps estimate your federal estate tax liability.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What if instead of buying that vacation home, you invested the money?
You’ve made investments your whole life. Work with us to help make the most of them.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?