When you work with us, we help you structure a retirement income plan that reduces stress and anxiety so you can enjoy life in retirement.
Through the Triplett-Westendorf PT5 Retirement Planning Process, and your commitment to following principled planning we’ll help you clearly define priorities, identify any weak areas, and build a stronger more precise set of plans to guide you towards your individual definition of financial success.
As a fee-based investment advisory firm, Triplett-Westendorf Financial Group does not sell securities or investment products. We are obligated, as fiduciaries, to act in the best interest of our clients.
Triplett-Westendorf Financial Group
Vacation Budget Worksheet
Vacations are great. Especially when you can enjoy them knowing you planned your spending the right way. Our vacation budget worksheet can help you track your spending.
Our PT5 Process
The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process gives you the in-depth analysis you need to help you retire on time with purpose. We combine your goals with our financial expertise to chart your financial future.
How We Are Compensated
As a fee-based investment advisory firm, we do not sell financial products or receive commissions. Therefore, we are obligated to act in the best interest of our clients.
You Paid, Now Collect!
A High-Income Earners’ Guide To Optimizing Social Security Benefits by The Founders of Triplett-Westendorf Financial Group.
Our new book discusses key questions you need to ask before you claim!
PT5 Process Video
Transitional Birthdays Beginning at 50
Every birthday could be viewed as a milestone, but once you reach age 50 there are specific birthday’s that may impact your financial life more than others. We’ve identified 10 transitional birthdays with significant meaning.
Founder and CEO
We specialize in working with professional, pre-retirees and those at retirement. If that’s you, we invite you to attend one of our educational events where you’ll gain a clearer understanding of the ever-changing economic and tax environment.
Founder and President
Latest News from Triplett-Westendorf Financial Group
Articles and information to help you retire with purpose on time
- Understanding the Two Roth IRA 5-year RulesMany would agree that Roth IRAs are special retirement accounts. They are funded with after tax dollars, grow tax deferred, and all distributions including accumulated gains are tax free. …Or are […]
- What’s in Your Equity Investment Account?What if my account goes to zero? It’s a question I’ve heard more than once in the past 6 months. It seems to come from a place of fear, and extreme […]
- Owner or LenderIs it better to be an owner or lender? A simple question worth asking yourself. Would you rather be the owner of your home (a relatively consistent appreciating asset I might […]
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