Our PT5 Process
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions.
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions.
The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your Purpose) and when you want to get there (Your Timeline), programs your financial GPS.
The first visit is mutual discovery. Our team gets to know you, and you get to know us. We learn where you stand financially. You learn our philosophy, process and how we function.
We analyze the information gathered in the Discovery meeting and prepare Retirement Income Analysis, Investment Performance + Fee Analysis, and Social Security Maximization Report. Then we prepare written plan proposals and recommended actions.
We work together to fine-tune a plan that meets your needs and requirements. We educate you on why we are making specific recommendations. This step allows you to make the best decisions regarding your financial wellness.
We implement a plan that meets your needs and requirements. This is not a one-time plan as needs and requirements evolve over time. We are with you every step in your financial future.
During regular reviews we evaluate your progress and make necessary adjustments as your needs evolve. This keeps you on course to retirement success.
Our PT5 Process gives you a retirement income blueprint including a (an):
We’ll donate 15 minutes of our time to answer your questions, and mutually determine whether or not you would benefit from our Purpose and Timeline 5 (PT5) Step Retirement Planning Process.
Our PT5 Process gives you the in-depth analysis you need to help you retire on time with purpose. We combine your goals with our financial expertise to chart your financial future. You get all of this for $2400.
Earliest, Latest, and Optimal Strategies
What You Own
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A thorough, custom analysis of where you are today relative to where you'd like to be and recommended actions you can take to get you closer to that position
We specialize in working with professionals, as well as those individuals at or nearing retirement. Our goal is your happiness and success.
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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Congratulations on taking the first steps towards your financial future!
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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.
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.
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.
