Episode #26-The 15 Minute Financial Feast Podcast-Advisor Confessions Rising Interest Rates-With Mar

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/




Mark Triplett is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser. Nothing contained in this book should be considered an offer to buy or sell securities. Different investments have differing risks associated with them and not all investments are appropriate for all investors.
•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.
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