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Tax Planning

Tremblay Financial Services believe that tax planning is important part of your financial plan. Our goal is to help ensure that you keep as much of your hard-earned wealth as possible. We help to find the best tax investments and tax-preferred savings and distribution strategies that integrate with your plan. We also will work with your current tax advisor or provide you with access to our tax specialist to save you time and money through integrated tax planning.



Tremblay Financial Services
3902 State Street Suite 101, Santa Barbara, California 93105
Phone: 805.569.1982     Toll Free: 888.596.1982     Fax: 805.569.5767
Securities and Advisory services offered through Centaurus Financial, Inc., a registered broker/dealer and a member of FINRA and www.SIPC.org. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. TREMBLAY Financial Services and Centaurus Financial, Inc. do not provide tax or legal advice. Please consult independent professionals for such advice. Centaurus Financial, Inc. and Tremblay Financial Services are not affiliated companies.