Triplett-Westendorf Financial Group

05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

05/23/2026

Yesterday was a very important person on our team’s birthday - HAPPY BIRTHDAY BREANNA! 🤩🎉🎂 You deserve the world. 🌎

05/18/2026

On Friday we had a team dinner at and it was fantastic! 🙌 It’s nice sometimes to get out of the office and be with everyone. We love this team! 🤍✨

05/12/2026

Here’s some strategic considerations for high net worth individuals! 👀

05/10/2026

Happy Mother’s Day to all of our incredible moms on our team! Also a Happy Mother’s Day to all of our incredible clients that are fantastic mother’s as well. You all deserve the world! 🌎 ✨❤️

05/05/2026

Your go-to financial planning specialists! ✨

At Triplett-Westendorf Financial we believe every dollar has a purpose and every dollar has a timeline. We are an independent fee-based financial planning firm, our legal responsibility is to our clients, not any company.

If you’re looking to start planning your retirement, let’s chat! ⬇️

📧 [email protected]
📲 515-528-8632
triplett-westendorf.com

05/04/2026

'The Magnificent 7': What to know about investing in the stock market ⬇️⬇️

'The Magnificent 7': What to know about investing in the stock market

05/02/2026

Happy Derby Day!

The "most exciting two minutes in sports" is here. Whether you're in it for the thrill of the race, the extravagant hats, or picking a horse based on its name, Derby Day always delivers.

Don your fanciest hat, pick a horse, and enjoy the festivities!

04/22/2026

Happy Earth Day! In celebration, we invite you to join us in making one simple eco-friendly choice... whether it is using a reusable water bottle, choosing to walk or carpool instead of driving alone, or saying no to single-use plastics.

Small actions can add up to a big impact. Let's make a difference together!

04/21/2026

𝕄𝕒𝕣𝕜 𝕚𝕟 𝕥𝕙𝕖 ℕ𝕖𝕨𝕤 ⬇️⬇️⬇️

Money minute: How to save money during college

Financial advisor Mark Triplett joins Local 5 at Midday to explain how college students can start saving for their future, even while they're still in school...