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TRIAD: Your Key to Retirement Planning!

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About the Book!

The TRIAD Asset Allocation Plan: The Ultimate Retirement Planning Strategy was written by Tim Tremblay, the president of Tremblay Financial Services, one of the top financial advisors in Santa Barbara, California.

Geared to those age 50 and older, TRIAD is an investment strategy Tim developed after witnessing the volatility that comes with uncertain events like recessions, market crashes, and even global health crises like the COVID-19 pandemic of 2020.

These uncertain times require a strategy that allows investors to weather the ups and downs that come with market volatility. Within the pages of the TRIAD Asset Allocation Plan, Tim covers three investment categories. When properly managed, these three categories allow investors to not only ride out market volatility, but continue to meet their retirement and investing goals, regardless of the events impacting the financial world.

From traditional, broker-managed investments to assets that are completely uncorrelated to the market, the TRIAD Asset Allocation Plan breaks down the proven strategy Tim’s been using with his clients for more than 25 years!

About the Author

Tim Tremblay

Tremblay Financial Services Founder

Tim Tremblay grew up in Santa Barbara, where he played high school football and eventually earned a full scholarship at Wake Forest University. After earning a bachelor’s degree in business communications, Tim attended the California Western School of Law in San Diego.

Tim started his financial services career in 1983, when he went to work for Prudential-Bache Securities. Over the next 14 years, he worked for such investment firms as Smith Barney and Cruttenden Roth.

In 1997, Tim started his own independent investment and advisory firm in Santa Barbara. Since opening its doors, Tremblay Financial Services has been named the “Reader’s Choice Number One Full-Service Brokerage Firm” in Santa Barbara by the readers of the Santa Barbara News Press 16 times.

Tim currently sits on the boards of several community organizations and provides weekly financial reports on several Santa Barbara area television and radio programs.


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Praise for the Triad Asset Allocation Plan

I not only endorse the Triad plan, but I can unequivocally say that it is the best retirement investment strategy I’ve ever seen.”

2008 showed us how bad things can get. The scary truth is that it could happen again. If you’re over 50, then trust me when I tell you that the Triad isn’t a luxury.”

The fact is, back in 2008, Tim’s clients were faring far better than the rest of us. In fact, some of Tim’s clients were not only not losing money during what was darned near the complete global financial collapse, but they were continuing to invest and build their portfolios.”

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.

Our Approach

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.


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.


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.


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