Skip to the content

Email info@triplett-westendorf.com

Call (515) 528-8632

PT5 Process
About Us
Retirement Education Center
Planning Tools
Testimonials

PT5 Process
About Us
Retirement Education Center
Planning Tools
Testimonials

Financial Information from Triplett-Westendorf Financial Group

Financial Planning

Mr. Assets Gets A Promotion?

Author By Mark Triplett

Date 5 years ago

Meet Mr. Assets. I’d like to introduce you to Mr. Assets. He’s a proud individual….

Read More

Financial Planning

Every Dollar Has a Purpose and Timeline

Author By Mark Triplett

Date 5 years ago

For centuries, lighthouses were used as navigational beacons. Ancient mariners were guided by fires built…

Read More

Financial Planning

Does Conflict-Free Advice Exist?

Author By Mark Triplett

Date 5 years ago

Dec 09, 2021 Conflicts of interest naturally occur in business. When any form of compensation…

Read More

401(k)

3 Common Social Security Misconceptions

Author By Mark Triplett

Date 5 years ago

When and how you claim Social Security benefits is one of the bigger decisions you…

Read More

Financial Planning

Gas Guzzling Investments

Author By Mark Triplett

Date 5 years ago

Variable annuities and other excessively expensive investment products are often like my full-sized pickup. They…

Read More

Economic Outlook

How Many Recessions Do You Have Left?

Author By Mark Triplett

Date 5 years ago

The term recession seems to be gaining a lot of airtime lately. Fears of an…

Read More

Load More Loading More… You’ve reached the end of the list

Back to top

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.

© 2024 Triplett Westendorf Financial Group, LLC

Powered by WordPress | Designed and Developed by Vcasso.com