Financial Advisors in Santa Barbara CA

Our Approach: What is the TRIAD?

The TRIAD is an investment approach that diversifies your investment portfolio into 3 categories: safe, income, and growth.

Safe investments are low-risk and focused on protection of principal with upside market potential.
Income investments are assets that regularly distribute income into your portfolio.
Growth refers to “reinvested income” from assets used to generate growth.

The strength of the Triad Asset Allocation Plan lies in the diversity of the asset classes. By spreading out the investments through all 3 categories, it provides a cushion during times when the market is uncertain and performing poorly. In fact, in certain situations, market dips can provide even more opportunities for investors in certain categories. The diversity of the plan also helps with the ever-changing dynamics of tax laws, regulations, and the market. The Triad plan allows investors to roll with those fluctuations without as much of an impact on their portfolios as many other strategies. The percentage in each asset class will be different for each client depending on their time frame, risk tolerance, etc.

Do you have an investment strategy that allows you to weather the ups and downs of an uncertain market?

Many people don’t. We do. To get an idea of how prepared you are and what steps you should take to reach your goals, let’s talk.

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The 3 Biggest 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.

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.

We Are Committed to You

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we’ll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.

We invite you to check out all the materials on our website. If something prompts a question, please send us an email or call the office.

888.569.1982 EMAIL

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