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Financial Information from Triplett-Westendorf Financial Group

Financial Planning

COVID Relief Bill’s Tax, Cash Benefits Can Apply to Some Wealthy Clients

Author By Mark Triplett

Date 4 years ago

Financial Planning | March 11, 2021 The $1.9 trillion COVID relief package signed by President…

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Financial Planning

Why Now Is the Time To Hire a Financial Advisor

Author By Mark Triplett

Date 4 years ago

Yahoo Finance | February 8, 2021 Whether you’re planning for a life milestone, like purchasing…

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PT5 Planning Philosophy

Our PT5 Process Interview on Business Innovators Network

Author By Mark Triplett

Date 4 years ago

We believe that every dollar has a purpose and a timeline. When and how your…

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Economic Outlook

The Second Stimulus Bill of 2020–What it Means for Your Money

Author By Mark Triplett

Date 4 years ago

A second COVID-19 relief bill has been signed, sending stimulus checks to most Americans. Troy…

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Economic Outlook

The COVID-19 Vaccine and Your Money

Author By Mark Triplett

Date 4 years ago

The COVID-19 vaccine is rolling out and being administered across the country. Triplett-Westendorf Financial Group…

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Healthcare

Retirement In Sight August 2020

Author By Mark Triplett

Date 5 years ago

Monthly News and Information for Current and Future Retirees Presented by Mark Triplett – AUGUST…

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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.

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