Retire With Purpose On Time

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

Our Whitepaper

There are ways to increase your return without exposing your hard-earned assets to additional risk. Discover 3 proven ways in our new whitepaper which you can download for free here.

Cover page of white paper

Our Exclusive PT5 Planning Process

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.

Our Philosophy

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.
Our Purpose and Timeline 5 step process (PT5) programs your financial GPS.

Our Social Security and Tax Planning Workshops

 If you are between 58 and 67 years old, you need to attend one of our no-cost workshops!
There are no do-overs for Social Security Benefits!

Attention Pre-Retirees:

Would you like to know how to potentially decrease taxes & increase your Social Security benefits in retirement?

Many people  who attend our workshops don’t realize their Social Security benefits will likely be subject to tax. Of those few who do, many are unaware how it is determined, how much they are likely to pay, and what if anything can be done about it.

Strategies that will minimize the impact of taxes, fees, and marketable investment losses, often result in more money for them to spend so they can enjoy and maintain their lifestyles throughout retirement.

You Will Learn:

Our Retirement Education Center

Articles and information to help you retire with purpose on time

Retire with Purpose on Time

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Retire with Purpose on Time

Congratulations on starting your financial journey with our exclusive PT5 retirement screening.  Someone from our office will be in touch soon to schedule an appointment.

Retire with Purpose on Time

 

We hope 3 Ways to Increase Return Without Additional Investment Risk is helpful to you on your financial Journey.