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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 7/17/2025 Sandra had this to say:
I've been a client of TWFG for about 7 years. They are professional, very knowledgeable within all financial areas. Mark and his team are truly concerned about your retirement needs and what you need and want to happen and do their best to get you there. They always have great advice; especially if your situation shifts and you need to pivot your circumstance. I highly recommend this group of awesome people!

On 7/16/2025 Chris Dysart had this to say:
Our work and experience with Mark has been nothing but exceptional. He takes the time to truly learn and know his clients and makes you feel like family. He gives us confidence we will be prepared to meet our retirement and long term goals.

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 3/27/2025 Calvin G. 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.

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