Investment management at Tremblay Financial Services in Santa Barbara encompasses your invested assets and retirement savings, seeking opportunities for growth while helping protect your nest egg from stock market volatility. In addition to investment management while you’re still working, we also help you address your long-term plan for retirement, when many people worry about outliving their retirement savings, especially during uncertain economic times. Indeed, as you get older, your investments should change and become less risky.

At Tremblay, we have access to tax-advantaged, limited distribution retirement income strategies that can last as long as you live, helping fill the income gap you may have with Social Security or pensions alone. With retirement income planned for, we use a three-pronged investment process called TRIAD that diversifies your investment portfolio into three categories: safe, income, and growth. Let’s talk about your comfort with market risk no matter how old you are, and develop a plan designed for both growth and protection.