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Our Philosophy

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.

7040 NE 14th St #103
Ankeny, IA 50023
info@triplett-westendorf.com
(515) 528-8632

An introductory call is the first step to securing your future financial wellbeing. How can we reach you to coordinate this conversation?

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.

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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.

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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.

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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!

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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.

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Mark Triplett - Founder and CEO

Mark Triplett

Founder and CEO

Our Team

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.

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Troy Westendorf - Founder and President

Troy Westendorf

Founder and President

Chad Harrison - CPA & MAFM Certified Public Accountant

Chad Harrison

CPA & MAFM Certified Public Accountant

Chris Nicol - Founder and CEO

Chris Nicol

Owner and President of Elite Insurance

Breanna Thompson - Office Manager

Breanna Thompson

Office Manager

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 Rules
    Many 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 Lender
    Is 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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