Tremblay Financial Services | Santa Barbara's Leader in Financial Services Since 1997

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.

“Tremblay Financial Services has been voted among the TOP FINANCIAL ADVISORS in Santa Barbara for 16 years in a row”.

We help investors age 50+ 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.

Get A Second Opinion On Your Financial Health

UPCOMING EVENTS

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

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Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

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Have a question? We're ready to help.

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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.

“Tremblay Financial Services has been voted among the TOP FINANCIAL ADVISORS in Santa Barbara for 16 years in a row”.

What's My Potential Estate Tax?

Put It in a Letter

Mortgages in Retirement

Have a question? We're ready to help.

Want to be Smarter With Your Money?