Triplett-Westendorf Financial clients respect a disciplined approach to income planning; one founded on rules-based principles. Founder Troy Westendorf brings a degree in law enforcement from NIACC, and he’s uniquely dedicated to public service and upholding the rule of law. Mr. Westendorf finds ways to apply his devotion to protecting others through retirement income planning. Through discipline and sound strategies based in math and science, his team creates lifetime retirement income.
Triplett-Westendorf Financial clients now appreciate Troy’s desire to follow in his uncle’s footsteps. Troy witnessed how his uncle enriched the financial lives of the people around him, and in 2002 Troy desired to continue his good work by entering the financial service industry. One of the first things new Triplett-Westendorf clients recognize is Troy’s commitment to mind, body, and spirit. He’s a Certified Personal Trainer and Strength Conditioning Specialist. Commitment and hard work serves him and his clients well when strengthening their wealth and health.
The Westendorf’s prioritize a balanced-life approach. Troy’s best friend, and a business partner, is his wife Brenda. As a fitness instructor, she challenges him, and others, to make healthy choices. Changing lives and making lifelong friendships along the journey brings joy to their family. They have passed on their love of community, ethics, and values to their only daughter Breanna and her husband Coty.
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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.
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.