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Name: Triplett-Westendorf Financial Group
Telephone: (515) 528-8632

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Triplett-Westendorf Financial Group

"Retire With Purpose On Time"

About Us

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.

Areas Served

Our Professional Associations

Ankeny Chamber of Commerce
Polk City Chamber of Commerce

Our Certifications

Certified Financial Educators (CFED)
Registered Investment Advisor

What We Offer

Our Specialties include:

We specialize in helping our clients transition from their working years to retirement years.
Monthly Workshops For Your Financial Education & Growth.

Our Services include:

Financial Planning
Retirement Planning
End Of Year Planning
Tax Planning
RMD (Required Minimum Distribution)
Retirement Income Planning
Life Insurance
Long-Term Care Insurance
Monthly Workshops
PT5 Process
Online Planning Tools Available
Financial Podcasts

Testimonials

On 3/29/2025 Complete Spectrum Financial Services had this to say:
I’ve had the pleasure of working with Mark Triplett since 2005, and I can confidently say he conducts himself with the highest level of honesty and integrity. He consistently put his clients’ interests first, offering thoughtful, well-informed guidance tailored to someone's individual goals. I highly recommend him to anyone looking for a dependable and ethical investment advisor.

On 3/27/2025 Calvin Griffiths had this to say:
TWFG is a very professional, knowledgeable, and friendly team. They treat you like family and develop a financial plan that is tailored to your needs. They provide outstanding advice and explain the process and strategies they use to protect your financial future. I trust them explicitly as they have developed a sound financial plan to carry us through retirement in our desired lifestyle. They saved our retirement. We have had other financial planners and TWFG was the first to put our needs first instead of some cookie cutter plan of investments. I view them as family and highly recommend them for your financial planning.

On 3/26/2025 Yolanda Griffiths had this to say:
The most professional, trustworthy, and compassionate financial planners we have ever encountered or worked with. What sets Triplett-Westendorf apart is their desire to educate, explain and focus on what the clients needs in a kind, relational way. Working person to person rather than just numbers.

On 3/26/2025 Yolanda Griffiths had this to say:
If peace of mind and being treated with respect, compassion and professionalism is high on your priorities in financial planning, then Triplett-Westendorf is the role model company for financial planning. I am 70 and retiring this May with complete trust and satisfaction with their recommendations. Without them I would have been confused with what to do. They spent the time to explain, educate and help. They related to me as a person not just numbers in a screen or spreadsheets. How refreshing is that! Testimonial written by Yolanda Griffiths on this site.

On 3/26/2025 Bob Craig had this to say:
These guys have been a great deal of help to me before and since my retirement. By most standards I don’t have a great deal of money, but, with their guidance, I have enough for me! I really appreciate all that they’ve done for me! Testimonial written by Bob Craig on this site.

Contact Us

Triplett-Westendorf Financial Group
7040 NE 14th St #103 Ankeny, IA 50023
Phone: (515) 528-8632
Email: info@triplett-westendorf.com

Next to The Carney Tap,
Across the Street from Sorriso Grille

Where To Find Us

Our Hours

Holiday Hours May Vary. Please Call For Details.

Monday: 10:00 AM - 5:00 PM
Tuesday: 10:00 AM - 5:00 PM
Wednesday: 10:00 AM - 5:00 PM
Thursday: 10:00 AM - 5:00 PM
Friday: 10:00 AM - 3:00 PM