We utilize any number of services which we customize and tailor for you based on your goals and situation. The plan will focus on growing your assets, maintaining, and protecting the assets you’ve already accumulated, and passing on tax-advantaged wealth to your heirs.
At Tremblay Financial Services, we are completely independent of any one financial institution, and we put you first. Our approach is educational and our intention is to work with you and your family for the rest of your lives. At its most basic level, our goal is to help you live the retirement you want.
To do that, we start with three simple steps:
01. Discover
Imagine what your ideal retirement looks like, and explore what’s important to you.
02. Evaluate
Examine your current financial situation and determine your retirement income needs.
03. Plan
Develop a custom strategy for your future so that you can take steps toward meeting your retirement goals.
Our Investment Approach: The Triad
As an independent financial advisory firm, we put our clients first. That’s why our investment approach is designed to protect as well as grow your assets. We call our investment approach the TRIAD. The TRIAD is an investment approach that diversifies your investment portfolio into three 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 the categories, a cushion is provided 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.
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If you are visiting our office, although our address is technically ‘White Bridge,’ the easiest way to find our location is to enter on a street near the corner of the retail center called ‘Brookwood Terrace.’ There is ample parking there.
Nashville
Tremblay Financial Services
73 White Bridge Road Suite G-1
Nashville, TN 37205
Contact Us
At Tremblay Financial Services, we’ve built our reputation on providing sound, timely investment advice. Make sure you are on track for the retirement you want. Get a new plan based on your actual retirement goals—or a second opinion on your current plan. We’re here for you!
