Triplett-Westendorf Financial Group

Retire With Purpose On Time Triplett-Westendorf Financial Group, in Ankeny, IA, is a retirement planning firm serving Ankeny, Polk City, Altoona, Johnston, Urbandale, Clive, Des Moines and surrounding areas since 2017. We guide hardworking Iowans to ...

Retire With Purpose On Time Triplett-Westendorf Financial Group, in Ankeny, IA, is a retirement planning firm serving Ankeny, Polk City, Altoona, Johnston, Urbandale, Clive, Des Moines and surrounding areas since 2017. We guide hardworking Iowans to and through their transition from their working years to their post working years so that they can retire with purpose on time. We strive to answer question like, “Will I be able to maintain my desired standard of living after I retire, adjusted for inflation and taxes, without running out of money,” and "Is it possible for me to minimize taxes on my retirement income," or “ How should I coordinate Social Security benefits with my spouse to optimize our household income," and "What could I do to potentially avoid steep Medicare premium surcharges if I’m a higher income earner.” Answering questions like these examples is what gets us out of bed each morning. Of course, we handle table stakes like financial, retirement and estate planning, life insurance planning, tax planning, and much more. For more information, contact Triplett-Westendorf Financial Group in Ankeny.