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. Our Purpose and Timeline 5 step process (PT5) programs your financial GPS.
Learn more: http://triplett-westendorf.com/ | https://mypt5.com/
About Mark Triplett:
Investment Advisor/Founder/CEO
Triplett Financial Group clients have a “deal with it now” attitude. That’s why they are attracted to the planning process developed by Triplett Financial Group’s founder and CEO Mark Triplett. The step-by-step process guides them through the assessment of their current condition, helps them identify potential cracks, encourages them to be accountable, and empowers them to take corrective action.
Mark developed his own “deal with it now” attitude when diagnosed with thyroid cancer at age 15. “When you get that news, things that were important the day before suddenly seem trivial. You don’t have time to waste, pretending nothing is wrong or asking “why me.” You and your team of professionals get busy assessing the situation, weighing the risks and benefits of intervention and taking corrective action to deal with the situation.”
Mark believes this same approach applies to retirement income planning. If you are going to have problems in the future, it’s better to know now and deal with it than to pretend nothing is wrong and wait until its too late.
Triplett Financial clients have worked hard for their retirement dollars. Mark selectively seeks clients with first generation wealth, believing that when you work hard to build your assets, you view your finances differently. Mark looks for clients that relate to his farm-raised work ethic and honest character. He demonstrates those traits in his business relationships and in the relationships that he develops with his clients.
Mark developed his character beliefs through his grandfather. Although his grandfather passed with few material possessions, hundreds lined up to pay their respects, creating a lasting memory that reminds Mark that nothing is worth more than your character. The experience solidified his belief that when you are gone, the stories told about you will reference the positive impact you had on others, not your bank balance.
Mark is a trusted advisor to financial professionals nationwide. Many have turned to him for guidance on their own clients’ retirement planning strategies. He is passionate about making advisors better so they can be better for their clients, believing that with simple changes, attention to detail, and a consistent process they will serve more people in an extraordinary way.
Mark, his wife Melinda, and son Hunter live in Polk City, IA. They enjoy boating, alpine skiing, and organic gardening as well as many other outdoor activities.
About Troy Westendorf
Founder/President
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.
•Investment Adviser Representative of/and investment advisory services offered through Royal Fund Management, LLC. Royal Fund Management is registered as an investment adviser with the SEC and 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.
•Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Content should not be construed as personalized investment advice nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.
•Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor.
•The tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
•Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. There are no assurances that an investor’s portfolio will match or outperform any particular benchmark.
Mike Saunders, MBA
Recent episodes from Mike Saunders, MBA (see all)
- The Inspired Impact Podcast with Judy Carlson-Interview with Stephanie Piko, Mayor of the City of Centennial, Colorado - November 20, 2024
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