Interview With Mark Triplett and Troy Westendorf with the Triplett Westendorf Financial Group on Soc

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