Blog, News & Information | Tremblay Financial Services | Santa Barbara | Financial Advisors in Santa Barbara

By Tim Tremblay In Estate Planning

Estate Planning Awareness Month: Prepare for Your Family’s Future

By Tim Tremblay In Life Insurance

Understanding Life Insurance: 7 Things You Should Know

By Tim Tremblay In Financial Planning

Ways to Save for College Costs

Estate Planning Financial Planning

Estate Planning Awareness Month: Prepare for Your Family’s Future

October is recognized as Estate Planning Awareness Month, a reminder to reflect on the importance of organizing your affairs for the benefit of your loved…

Tim Tremblay2024-10-21

Life Insurance

Understanding Life Insurance: 7 Things You Should Know

Life insurance is an important part of a comprehensive financial plan. Here are 7 things you should know about it. At its simplest, you probably…

Tim Tremblay2024-09-18

Financial Planning

Ways to Save for College Costs

It’s back to school season—a perfect time to think about your children’s future. Parents and grandparents should start planning for college costs as early as…

Tim Tremblay2024-08-16

Annuities Retirement Planning

Annuity Sales Are Surging. Do You Know What They Are?

We’re here to help clear up some of the confusion about annuities during Annuity Awareness Month, which happens each June! In the first quarter of…

Tim Tremblay2024-06-12

Estate Planning Financial Planning

Hey Millennials! Don’t Count On An Inheritance To Solve Your Money Problems!

The “Boomer Wealth Transfer” is a term used to describe the massive amount of wealth that baby boomers are holding at the moment, ready to…

Tim Tremblay2024-06-03

Retirement Planning

Does Adding Stress Increase Financial Longevity? Maybe!

In the quest for life longevity, we often think of relaxation, healthy eating, and regular exercise as the golden trio. But what if there's another…

Tim Tremblay2024-05-27

Financial Planning Retirement Planning

Blood Could Detect Cancer 7 Years Before It Develops

As a financial and retirement planner, I often tell my clients, “The good news is medical science has made it possible for all of us…

Tim Tremblay2024-05-16

Economic Trends

California’s Wine Woes

I want to start this article with full disclosure here: despite the abundance of great wineries in Santa Barbara, I don’t drink a lot of…

Tim Tremblay2024-05-15

Our Investment Approach

Our proprietary approach to investing, called the TRIAD, diversifies your investment portfolio into three categories: safe, income, and growth. This approach has a greater chance of providing you a cushion during times when the market is performing poorly.

The Top 3 Retirement Concerns

Will I Have Enough Money?

Will I Be Able to Afford Healthcare?

Will I Be Able to Maintain My Lifestyle, Independence and Legacy?

Learn About Our Solutions

Benefits Of Working With Tremblay Financial Services

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 retirement concerns.

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.

Attend an Event

We routinely host educational workshops, seminars and webinars that offer solutions to our clients’ most common problems. We’d love for you to join us.

Events

Watch Our Webinars

We took some of the most important financial and retirement topics and created webinars to help explain them. Watch our past webinars here.

Videos

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Connect With Tremblay Financial Services

Nashville

73 White Bridge Rd.
Ste G-1
Nashville, TN 37205

Santa Maria

204 E. Enos
Santa Maria, CA
93454

Westlake Village

32129 Lindero Canyon Rd.
Ste 107
Westlake Village, CA 91361

Westlake Village

Main Office
3902 State Street, Suite 101
Santa Barbara, CA 93105

Office: 805.569.1982
Fax: 805.569.5767
info@tremblayfinancial.com
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Contact Call: 888.569.1982

Nashville

73 White Bridge Rd.
Ste G-1
Nashville, TN 37205

Santa Maria

204 E. Enos
Santa Maria, CA
93454

Westlake Village

32129 Lindero Canyon Rd.
Ste 107
Westlake Village, CA 91361

Westlake Village

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