Triplett-Westendorf Financial Group

Triplett-Westendorf Financial Group is an independent, fee-based financial planning firm located in Ankeny, Iowa. Founded by Mark Triplett and Troy Westendorf, the firm specializes in retirement income planning for individuals approaching or entering retirement. Their mission is to help clients "retire with purpose on time" by providing personalized financial strategies.

Triplett-Westendorf Financial Group employs a proprietary Purpose and Timeline 5-Step Planning Process (PT5), which begins with understanding a client's current financial situation and defining their retirement goals and timelines. This structured approach aims to provide clarity and confidence in retirement planning.