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Your Financial Health Deserves A Second Opinion

At Tremblay Financial Services, we’ve built our reputation on providing sound, timely investment advice. We give back to our community by offering free financial education through our seminars and one-on-one relationships, and we’ve been in business for 25 years.

Based on the concerns and the supporting statistics below, it could be said that a good portion of people at or near retirement age are experiencing a kind of “financial cancer.” Working with a professional financial advisor at Tremblay Financial Services should be viewed as a “financial check-up.”

And if you're already working with another financial advisor, that's OK, too. We'd love to offer you a no-strings-attached second opinion.

GET A SECOND OPINION ON YOUR FINANCIAL HEALTH

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The 3 Biggest Financial Concerns For Age 50+

Will I have enough money to live on during retirement? (According to the Transamerica Center for Retirement Studies, the estimated retirement savings for someone age 50+ works out to an annual retirement income of just $8,000 per year).

2. Will I be able to afford the costs of healthcare during retirement? (a CNBC article estimates that a retired 65-year-old couple can expect to pay $275K in out-of-pocket health care expenses, not including long-term nursing care and rehabilitation, but only have a 50 percent chance of covering those costs).

3. Will I be able to maintain my lifestyle and legacy after retirement? (According to the Bureau of Labor Statistics, the average adult between ages 65 and 74 spends almost $49,000 a year, but only has $152,000 saved for retirement).

The 3 Biggest Benefits Of Working With Tremblay Financial Services

For better or worse, the people we meet with come away with a clear picture of where their financial health is at and a road map that spells out their financial goals and how to tackle the 3 big concerns mentioned above.
We hand our clients “The Triad”—our proven code for successful investing, even during challenging periods of market volatility.
Our clients can rest easy knowing they’re supported by a financial team that’s been in business for 25 years and won multiple Reader’s Choice awards as the best financial advisor in Santa Barbara.

Your financial health is just as important as your physical health. And just as you may already have a primary physician to look over your physical health, you may already have a financial advisor to look over your financial health.

However, when it comes to a major medical decision, you’d likely want a second opinion, right? The same care and concern should be given to your financial health, and Tremblay Financial Services would be happy to offer that second opinion. Your “financial health checkup” is free.

What do you have to lose? Chances are, it’s more than you might realize.

Ready for a second opinion? Fill out the form below.