3902 State Street
Make sure your money lasts THROUGHOUT your retirement.
Maintain your lifestyle, independence, and LEGACY after you retire.
Ensure you've got the cost of healthcare covered after retirement.
We help baby boomers transition into their golden years and achieve financial freedom so that they can reinvent their lives. It is time for you to say goodbye to your retirement concerns. Start today by booking a call with one of our dedicated advisors.
Tremblay Financial Services is hosting several seminars to address many of the concerns associated with the current struggling economy. Check out our events page for more details and to secure YOUR spot at an upcoming session.
We are a committed, experienced team of financial advisors that provide baby boomers with comprehensive financial solutions using a risk management ingenious strategy. A comprehensive review of your present financial state is a part of our planning process. We assess your assets and limitations and look for potential opportunities for you. We develop a personalized strategy that aligns with your long-term requirements and objectives after systematically educating you about your financial options.Learn more about the TRIAD here…
We humbly believe that living a stress-free retirement shouldn’t be a luxury; it is the bare minimum for baby boomers to travel more and spend more time with their loved ones. This is why at Tremblay Financial, we have dedicated our lives to helping families in Santa Barbara to overcome all obstructions and become financially free.Read our mission here.
Many baby boomers are now aging into retirement. They’ve spent their working lives building up savings, investing in retirement plans, and providing for their loved ones. Now that their time is nearing an end, they’re looking back at their lives with a newfound appreciation for what they’ve been able to achieve. This has led to a new set of concerns for baby boomers, as they consider how to ensure their futures are as secure as possible.
At Tremblay Financial Services, we offer baby boomers everything they need to live a stress-free retirement. Including but not limited to; wealth management services, retirement income strategies, and annuities.
Our Financial Solutions.
Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.
Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.
Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.
Curated articles, videos, and more, for a financially savvier you.
The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.