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To get ready for your financial plan, complete each of these documents. You can download them and complete by hand or complete them on your computer and save a copy.
When you have them completed, you can upload them here or email them to us at:
The following docuements are necesary to prepare your Personal Financial Plan. You can either upload them to our secure website or your can use the checklist to help you gather the documents and bring them to your consultation.
Your personal information will be kept confidential and all documents will be returned to you at the completion of the planning process.
We specialize in working with professionals, as well as those individuals at or nearing retirement. Our goal is your happiness and success.
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Congratulations on taking the first steps towards your financial future!
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With us, you’ll get your arms around your financial life. We’ll do this together by taking a detailed inventory of your resources and goals.
Our team gets to know you, and you get to know us. We work together every step of the way to make sure that your future is financially sound.
Hope is not a strategy. We work to clearly understand your goals and craft a plan that focuses on realistically meeting those goals.
We find that informed clients are successful clients. You get answers to your questions and an education that will empower you to take control.
We are always looking forward to find and implement new strategies for you. We feel the best results are when we are ahead of changes, not reacting to them.
We give you the clarity and transparency you deserve. We build your plan with your goals in mind and keep you involved and informed at every step.
we help you structure a retirement income plan that reduces stress and anxiety so you can enjoy life in retirement. Through your commitment and discipline and the Triplett-Westendorf Financial process, we’ll help you identify any weak areas, define priorities, and build a stronger, clearer, more precise plan to achieve financial success.
that you need but may not have heard of from other firms. Then we show you how to use those strategies to effectively maximize your retirement savings because you deserve the clarity, transparency, and comfort of owning a guaranteed retirement income that lasts as long as you do.
once and for all when you work with us. After we take an inventory of your resources and goals, you’ll have clearer picture of where you are, which is essential to achieving the retirement you’ve worked so hard for. Along the way, we’ll answer your questions, educate and empower you to take charge of your financial affairs. Together, we’ll take the worry out of your money.
Folks seeking financial planning and investment advice from a fee-based client-first fiduciary advisor may choose to engage with Triplett Wealth Management*, a division of the Triplett-Westendorf Financial Group. These folks would pay an annual fee deducted quarterly from their accounts, and in return receive conflict-free investment advice about their securities investments like equities (stocks for example), and fixed income (bonds for example), and any other securities-related investments.
Folks who are a good fit for this engagement are those who might feel good knowing that their advisor receives no commission or financial incentive to recommend one investment over another and that our firm does well financially when they do well.
Folks seeking this type of relationship pay a fee based on the assets managed within their plan. The fee covers the fiduciary management of market-based investments within their portfolio, as well as the ongoing maintenance of their personalized PT5 Written Retirement Income Plan designed to guide them to and through their very own vision of a successful retirement.
Includes Investment Supervisory Services & Ongoing Financial Planning & Advice – We Become Your Financial First Responder
*Royal Fund Management doing business as Triplett Wealth Management
We believe every financial product is a tool. Each tool was designed to perform a specific job. Some tools are better quality or perform their intended job better than others. Freedom to choose the appropriate tool based on quality and effectiveness at getting the job done is important to our team. Sometimes insurance products like life insurance, fixed annuities, or long-term care insurance may be the right tool for the job. However, they are not all created equal, and specific manufacturers of these contracts are better at certain things than others.
When we have determined that it is in our clients’ interest to use an insurance contract issued by an insurance company to transfer specific risks away from them and their family, to an insurance company specifically specializing in handling such risk, those companies who we do business with pay our representatives a commission. Our insurance licensed representatives are completely independent, and therefore capable of representing a broad spectrum of companies. That means that they are free to choose the tool that they believe will provide the most economic value to our clients, from a quality manufacture, based on a specific job that needs to be accomplished.