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About Us
Retirement Education Center
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Financial Information from Triplett-Westendorf Financial Group

Financial Planning

Planning Your Next (Post COVID Lockdown) Vacation

Author By Mark Triplett

Date 4 years ago

After more than a year of being cooped up in their homes, many folks are…

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Healthcare

What You Need to Know About HSAs

Author By Mark Triplett

Date 4 years ago

If you had unlimited resources and access to a saving account with the following characteristics…

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Quarterly Update

Quarterly Market Overview- Royal Fund Management

Author By Mark Triplett

Date 4 years ago

Mark Sorenson | April 12, 2021 As we put 2020 in the rear view mirror,…

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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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Financial Planning

You Just Received Notice of an Inheritance: What Should You Do?

Author By Mark Triplett

Date 4 years ago

You’ve just been notified that you are receiving an inheritance. Someone cared enough about you…

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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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