Skip to the content
Email info@triplett-westendorf.com
Call (515) 528-8632
  • PT5 Process
    • PT5 Process
    • Purpose and Timeline
    • Schedule PT Consultation
  • About Us
    • About Us
    • Testimonials
    • Purpose and Timeline
    • How We Are Compensated
    • Meet the Team
  • Retirement Education Center
    • Retirement Education Center
    • You Paid, Now Collect!
    • 15 Minute Financial Feast Podcast
    • Articles
    • Video Library – Latest TV Interviews
    • Retirement Planning Education Videos
    • Workshops
  • Planning Tools
  • Testimonials
  • PT5 Process
    • PT5 Process
    • Purpose and Timeline
    • Schedule PT Consultation
  • About Us
    • About Us
    • Testimonials
    • Purpose and Timeline
    • How We Are Compensated
    • Meet the Team
  • Retirement Education Center
    • Retirement Education Center
    • You Paid, Now Collect!
    • 15 Minute Financial Feast Podcast
    • Articles
    • Video Library – Latest TV Interviews
    • Retirement Planning Education Videos
    • Workshops
  • Planning Tools
  • Testimonials
Already have an account? Please Login

(515) 528-8632

7040 NE 14th St #103

Ankeny, IA 50023

info@triplett-westendorf.com

Media and Press

  • Latest TV Interviews
  • Latest Financial Information Articles
  • Retirement Planning Education Videos
  • Triplett-Westendorf YouTube Channel

Helpfull Resources

  • Download Vacation Budget Analysis Worksheet
  • "You Paid Now Collect!" Book
  • 10 Transitional Birthdays With Significant Meaning
  • Retirement Calculator
  • Financial Aid Calculator

Retirement Planning

  • Purpose and Timeline 5 Step Planning Process
  • Financial Consultation Documents
  • Upcoming Events

Company

  • About Us
  • Testimonials
  • Our Purpose and Timeline Philosophy
  • How We Are Compensated
  • Our Facebook Page
  • TWFG LinkedIn Profile

Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC a SEC Registered Investment Adviser. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Click these links to access the most recent copy of the Royal Fund Management brochure ADV 2A, 401K Maneuver brochure ADV 2A, Mark Triplett’s ADV 2B, and RFM Privacy Policy.  

© 2025 Triplett Westendorf Financial Group, LLC

Powered by WordPress | Designed and Developed by Vcasso.com