About the Business
Triplett-Westendorf Financial Group is located near The Carney Tap and Sorriso Grille. They specialize in a variety of financial planning services, including retirement planning, estate planning, tax planning, retirement income planning, life insurance, and long-term care insurance.
We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.
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- 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.” Certifications: Certified Financial Educators (CFED), Registered Investment Advisor. Associations: Ankeny Chamber of Commerce, Polk City Chamber of Commerce.
- (515) 528-8632
- 7040 NE 14th St Ste 103, Ankeny, IA 50023
- Visit Website
Opening Time
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Mon
9:00 AM - 5:00 PM
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Tue
9:00 AM - 5:00 PM
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Wed
9:00 AM - 5:00 PM
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Thu
9:00 AM - 5:00 PM
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Fri
9:00 AM - 3:00 PM
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Sat
Closed
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Sun
Closed