Retire With Purpose on TimeWe specialize in working with professionals, as well as those individuals at or nearing retirement. Our goal is your happiness and success.Vacation Budget WorksheetVacations are great. Especially when you can enjoy them knowing you planned your spending the right way. Our vacation budget worksheet can help you track your spending.DownloadOur PT5 ProcessThe Triplett-Westendorf Purpose and Timeline 5 Step Planning 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. Get StartedHow We Are CompensatedAs a fee only investment advisory firm, we do not sell financial products or receive commissions. Therefore, we are obligated to act in the best interest of our clients. Learn MoreYou Paid, Now Collect!Our new book discusses key questions you need to ask before you claim!Get Your Copy
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Our Philosophy

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 the Triplett-Westendrof PT5 planning process and your commitment and discipline and the, we’ll help you identify any weak areas, define priorities, and build a stronger, clearer, more precise plan to achieve
financial success.

As a fee only investment advisory firm, Triplett-Westendorf Financial Group does not sell financial products or receive commissions. Therefore, we are obligated, as fiduciaries, to act in the best interest of our clients.


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Our Team

We specialize in working with professional, pre-retirees and those at retirement. If that’s you, we invite you
to attend one of our educational events where you’ll gain a clearer understanding of the ever-changing
economic and tax environment.


Learn More

Mark Triplett

Founder and CEO

Our Team

We specialize in working with professional, pre-retirees and those at retirement. If that’s you, we invite you
to attend one of our educational events where you’ll gain a clearer understanding of the ever-changing
economic and tax environment.


Learn More

Troy Westendorf

Founder and President

Chad Harrison

CPA & MAFM
Certified Public Accountant

Chris Nicol

OWNER & PRESIDENT OF ELITE INSURANCE

Breanna Thompson

Office Manager

Upcoming Triplett-Westendorf Events

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