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are happy to show you how our exclusive PT5 process can help you retire with
purpose on time. Find a time that works for you on our calendar and book your
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Small Business Stimulus Update 2021, KIMT, 03/16/21
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Third Stimulus Bill 2021, KCCI, 03/16/21
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Where is my Stimulus Check? 2021, KCCI, 01/14/21
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Second Stimulus Bill Approved 2020, WHO, 12/28/20
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COVID-19 Vaccine/Stimulus Latest, KCCI, 12/16/20
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Mid Year Money Moves, WOI-DT, 07/20/21
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When to Claim Social Security
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The Triplett-Westendorf Financial Group Difference
Commitment & Discipline
When you work with us...
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.
We introduce you to financial strategies...
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.
Income You Can Count On
Ways You Benefit
Get your arms around your financial life...
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.
We Always Place You, the Client, First.
Organization
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.
Partnership
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.
Objectivity
Hope is not a strategy. We work to clearly understand your goals and craft a plan that focuses on realistically meeting those goals.
Education
We find that informed clients are successful clients. You get answers to your questions and an education that will empower you to take control.
Proactivity
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.
Accountability
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.
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Interest Rates, WOI, 7/27/2022
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Inflation, WOI, 01/24/22
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Planning for holiday shopping in July, WOI, 07/12/22
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Episode #1 Audio
Bear Market Money Moves, WOI, 06/28/2022
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Un-Retirement, WOI, 06/14/22
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Recession, WOI, 05/31/2022
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Interest Rates 05/17/22
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Saving For College
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Credit Scores WOI 4/19/22
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Bond Alternatives
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Bad Social Media Financial Advice, WOI, 04/05/22
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Student Loan Pause, WHO, 04/06/22
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Russia Ukraine & Market Volatility, WOI, 03/08/2022
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Financial Aid Awareness Month, Student Loans, WOI, 02-22-2022
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Christmas Movie Lessons 2021, WHO, 12_27_21
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Sales Tax Holiday 2021, WOI, 08/06/21
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Charitable Giving, WOI-DT, 11_30_21
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Early Holiday Shopping, WOI-DT, 11_16_21
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Sandwich Generation, WOI-DT, 11/02/2021
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Medicare Open Enrollment, WOI-DT, 10/19/21
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Work from Home, WOI-DT, 10/04/21
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Delta Variant Money Questions, WOI-DT, 09/14/21
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COVID-19 & Kids Moving Home, WOI-DT, 08/25/21
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You Should Know How Triplett-Westendorf Financial Group Is Compensated
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.
PT 5 Retirement Income Plan Screening – $2,400 – One Time Initial Planning Fee
Initial Comprehensive Plan Design – Steeped in our 6 cores values
Listen to, and take a record of, the vision you have for your future
Establish written goals & organize your retirement resources
Evaluate social security & pension claiming options
Produce a comprehensive analysis of your current path projected forward
Included: Customized Social Security Analysis, Comprehensive Investment Analysis, Personalized Retirement Income Plan Examination.
PT 5 Retirement Income Plan Screening – $2,400 – One Time Initial Planning Fee
Includes Investment Supervisory Services & Ongoing Financial Planning & Advice – We Become Your Financial First Responder
$100,000 – $499,999 = 1.5%
$500,000 – $999,999 = 1.25%
$1,000,000+ = 1.0%
*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.