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Mark Triplett and Troy Westendorf Interviewed About Their 2022 Best of Ankeny Award

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Mark Triplett and Troy Westendorf Interviewed About Their 2022 Best of Ankeny Award

Published on November 1, 2022

Folks seeking financial planning and investment advice from a fee-based client-first fiduciary advisor may engage with Triplett Wealth Management, a division of the Triplett-Westendorf Financial Group. These folks would pay an annual fee deducted quarterly from their accounts and receive conflict-free investment advice about their securities investments like equities (stocks for example), fixed income (bonds, for example), and any other securities-related investments.

Folks who are a good fit for this engagement might feel good knowing that their advisor receives no commission or financial incentive to recommend one investment over another and that our firm does well financially when they do well.

Folks seeking this type of relationship pay a fee based on the assets managed within their plan. The fee covers the fiduciary management of market-based investments within their portfolio, as well as the ongoing maintenance of their personalized PT5 Written Retirement Income Plan designed to guide them to and through their very own vision of a successful retirement.

Triplett & Westendorf say, “We are immensely honored to be selected for this award. We believe every financial product is a tool. Each tool was designed to perform a specific job. Some tools are better quality or perform their intended job better than others. Freedom to choose the appropriate tool based on quality and effectiveness at getting the job done is important to our team. Sometimes insurance products like life insurance, fixed annuities, or long-term care insurance may be the right tool for the job. However, they are not all created equal, and specific manufacturers of these contracts are better at certain things than others.”

Mark and Troy continued, “We’ll likely introduce you to strategies that other financial firms won’t. That is because they either don’t understand them or don’t align with their firm’s financial objectives. It’s our belief that your retirement savings should be maximized for your benefit, not ours or our company’s. You deserve clarity, transparency, and the comfort of owning an income stream that will last as long as you do regardless of economic conditions.”

Learn more about Triplett Westendorf Financial Group and listen to their podcast on iTunes, Stitcher, iHeartRadio, and the Business Innovators Radio Network – click here

 

 About the Triplett Westendorf Financial Group

 The Triplett Westendorf Financial Group specializes in working with professionals, as well as those individuals at or nearing retirement. Their clients appreciate quality education and demand a firm that places a high value on proper planning. Helping them grow their wealth is one thing; turning it into income the right way is another. Using the PT5 Planning Process, the Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where they are now, and then defining where they want to go (Purpose) and when they want to get there (Timeline), programs their financial GPS. 

 
 
As an SEC investment advisor representative of Royal Fund Managment – an SEC registered investment advisor, Mark Triplett is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser. Nothing contained should be considered an offer to buy or sell securities. Different investments have differing risks associated with them and not all investments are appropriate for all investors.
  • Investment Adviser Representative of/and investment advisory services offered through Royal Fund Management, LLC. Royal Fund Management is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
  • Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Content should not be construed as personalized investment advice nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.
  • Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor.
  • The tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
  • Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. There are no assurances that an investor’s portfolio will match or outperform any particular benchmark.

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“One Month Reset: How to Transform Your Mind, Body and Soul from Pain in One Month” is Scheduled for Monday Jan 2nd, 2023

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“One Month Reset: How to Transform Your Mind, Body and Soul from Pain in One Month” is Scheduled for Monday Jan 2nd, 2023

Published on December 5, 2022

Shawna Cullen lived with all forms of pain for over 20 years that almost ended her life. Today she is in her best health. She is pain, medication, and addiction-free due to her exercise, frequency therapies, and detox cleanse.

Shawna Cullen, owner of iTFitsWell, just announced that she will be hosting the One Month Reset: How to Transform Your Mind, Body and Soul from Pain event on Monday Jan. 2nd, 2023. She is also an Ikaika training and wellness coach located in Grand Junction, Colorado.

This health transformation in one-month event will take place at 2518 Hwy 6&50, Grand Junction, CO 81505. This event will be live and there will be an option to attend via zoom.

Attendees will discover how to transform their lives from the inside out and help diminish their physical, mental and emotional pain in just one month.

“Our story defines us – it’s up to you what that definition looks like,” Shawna Cullen stated.

This event will help attendees learn how to reset their bodies from physical, mental and emotional pain in one month using natural resources through exercise, a detox cleanse, frequency therapies, and grounding.

“The detox cleanse, along with healthy lifestyle changes in diet and exercise, is specifically designed to be a simple and effective system to maximize your efforts to transform into your healthiest body and help you break free from the habits you may have cultivated over a lifetime that leave you feeling sluggish, foggy, bloated and tired. Your unhealthy habits may have also led to health challenges, sleep disturbances, weight issues, unhealthy food cravings, and digestive problems. Whether it’s one or all of these issues, or whether you simply want to be the best you can in mind and body, cleansing your body of toxins and unwanted wastes after an indulgent lifetime of abuse is necessary,” Shawna Cullen said.

“By giving your body whole, organic and clean foods, can result in incredible energy, and excellent health and vitality, as you peel off the pounds and transform yourself into the efficient, effective, and glowing machine it was meant to be! In 28 days, you will fuel your body with clean nutrition, while following a meal plan in order to transform from the inside out; adding exercise is highly recommended as well, which only supports and speeds up the process of reaching the goal of being your best self, physically and mentally,” Shawna affirmed.

Shawna explained, “Frequency-specific microcurrent (FSM), also known as frequency therapy, is a technique for treating pain, and other physical and mental aliments, by using low-level electrical current. The current is delivered to certain parts of your body in an attempt to relieve pain and other ailments. A frequency is the rate at which a sound wave or electronic pulse is produced. This measurement is registered in hertz (Hz). Frequency therapy can be supplied rough several different resources. Lens therapy, the Theraphi Bed, the Healy device, and the CM2 band are my main frequency tools.”

Cullen continued, “Frequency therapy has been around since the 1930s. Scientists discovered that they could destroy disease-causing microorganisms with the same frequency they emitted. A healthy body operates at a frequency from 62-72 megahertz. When this frequency drops below this range, the body becomes susceptible to illness, injury and disease.”

The term ‘grounding’ means direct skin contact with the surface of the Earth. It is a therapeutic technique that involves being still or active directly while touching the Earth with bare skin which electrically reconnects a person to the Earth. This is done by walking barefoot, laying down on the Earth, or submersing in water (i.e., ocean, lake, river); all grounding techniques can be done in dirt, grass, sand or water.

“There are grounding mats and wearables that can mimic the processes and effects of grounding, but nothing is as effective as the bare skin touching the Earth for an extended amount of time. When walking barefoot, or having the bare skin on the Earth, the body absorbs free ions from the Earth’s surface, which act as antioxidants. These antioxidants enhance the person’s health in many ways and leads to positive feelings in the body and mind.” she added.

“Grounding offers many health benefits, including improved sleep; reduced inflammation; improved tissue, cell, and muscle repair; enhanced blood flow; increased heart rate variability; reduced chronic pain; improved cardiovascular disease; and improved electrical activity in the brain. In addition, walking barefoot on the ground releases endorphins. This can improve our mood and counteract mental illnesses such as depression and anxiety. Walking barefoot also reconnects us with nature, which boosts our mental and physical states in general. Therefore, Earth’s natural healing energy should never be overlooked!” Shawna Cullen concluded.

For more information visit: http://itfits-well.com/

About Shawna Cullen

Shawna Cullen has a BA in kinesiology with a concentration in sports and fitness management, Cum Laude; with Spanish language study; Personal training 24 years. She has been certified in: Master personal trainer, health coach, sports specific training, strength & conditioning coach, sports nutrition specialist, group fitness training; 1st place NPC physique body building champ.

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Pro-Found Selected For Top Content Marketing Agency List by DesignRush

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Pro-Found Selected For Top Content Marketing Agency List by DesignRush

Published on December 5, 2022

Maine-based marketing agency Pro-Found is listed as a top content marketing agency in the United States by DesignRush. Designation is based on key performance indicators.

Pro-Found is pleased to announce its inclusion in the U.S. Top Content Marketing Agency list by DesignRush. Candidates are selected based on several factors that demonstrate their ability to foster strong business growth for their clients.

Stephanie Miller, company founder, is humbled by the designation. “Being recognized as a top content marketing agency is truly an honor. It’s gratifying to be rewarded for the work Pro-Found does for local Maine businesses. I am thankful for the relationships I have built over the years and proud to serve the clients who put their trust in me.”

While evaluating each firms’ past projects, success rate, and overall return on investment (ROI), DesignRush reviews portfolios to confirm the body of work showcases their expertise in action. Other qualities they look for include evidence of how the agencies can identify and meet the needs of each business and provide concrete results. Each candidate is also reviewed for mentions in the press, awards and recognition, social media presence and client reviews.

About DesignRush

DesignRush is a B2B marketplace that brings brands together with professional full-service agencies, web design companies, digital marketing firms, and top technology companies. Their executive team members are previous agency owners and executives who are uniquely qualified to determine if an agency meets the criteria to be featured.

About Pro-Found

2023 marks fifteen years that Pro-Found has partnered with local businesses in Maine and beyond, providing unique, affordable solutions to increase leads, sales and profits. Stephanie Miller created The Pro-Found Process to save business owners time and money by utilizing purposeful online content through websites, videos and published interviews. Pro-Found has a professional media division that produces industry-specific programs to spotlight top businesses, professionals and subject matter experts in a format that is appealing to consumers in today’s digital attention span era.

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Tom Rutkowski, President of Innovative Retirement Strategies, Interviewed on Podcast-Using Life Insurance to Invest in Real Estate

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Tom Rutkowski, President of Innovative Retirement Strategies, Interviewed on Podcast-Using Life Insurance to Invest in Real Estate

Published on December 2, 2022

Tom Rutkowski discusses using life insurance for real estate investing.

Questions covered in this interview include:

  1. Why would someone want to use life insurance to invest in real estate?
  2. Does it matter what kind of life insurance?
  3. I have a whole life policy. Could I use it for this?

Listen to the interview on the Business Innovators Radio Network: 

https://businessinnovatorsradio.com/interview-with-tom-rutkowski-president-of-innovative-retirement-strategies-discussing-using-life-insurance-to-invest-in-real-estate/

Tom explained: “Life insurance can benefit real estate investors in various ways. Leveraging the cash value of life insurance allows access to funds that could be used to purchase and maintain investments like rental properties. This allows investors to put their money to work in two places at one time. It’s important to remember that this is not an investment strategy without risk, so investors should weigh the potential rewards versus the risks before taking advantage of this option.”

In addition to leveraging life insurance for purchasing and upkeep of real estate investments, it can also be used as an income replacement tool for dependent family members in case something happens to the investor or their partner. If a life insurance policy has been set up, it replaces some or all of the income that would otherwise have been lost due to the investor’s death. This can help ensure that their family is taken care of and their investments are not affected.

Finally, life insurance policies can provide access to cash value which can be used for tax or retirement planning. Depending on the type of policy and its terms, investors may be able to borrow against the policy’s cash value to pay taxes or other expenses associated with real estate investing.

In conclusion, life insurance provides a flexible financial tool that can potentially benefit real estate investors in multiple ways. Whether it is used as leverage for purchasing properties or providing income replacement for dependent family members in case something happens to the investor, life insurance offers real estate investors an option worth considering when formulating an overall investing strategy.

Before deciding to use life insurance for real estate investing, it’s essential to research and consult with a financial advisor or professional who can provide personalized advice tailored to a person’s individual needs and goals. This will help ensure they make informed decisions that align with their long-term investment objectives. With the right partner, leveraging life insurance can be an effective strategy for creating wealth through real estate investments.

About Tom Rutkowski

Tom is a nationally-recognized expert in maximum over-funded life insurance for private banking and tax-free retirement planning. He holds an MBA in Finance from the University of Wisconsin, Milwaukee, and a BA in Economics from the University of California, Irvine. He currently resides in Boynton Beach, Florida.

Download his free e-book “Life Insurance 101” to get started now: https://bit.ly/3W8YE7y

Schedule a free 30-minute introductory call with Tom to learn more: https://innovativeretirementstrategies.youcanbook.me/

Recent news and interviews:

Discussing Using Life Insurance for Retirement Planning

https://authoritypresswire.com/tom-rutkowski-president-of-innovative-retirement-strategies-discussing-using-life-insurance-for-retirement-planning-interviewed-on-influential-entrepreneurs-podcast/

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