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Mark Triplett and Troy Westendorf with the Triplett Westendorf Financial Group Interviewed About Social Security Claiming Options

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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 who places 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.

During the interview, Mark and Troy discuss how Triplett Westendorf Financial Group takes a different approach than many financial planning and asset management organizations because they have a team of experts working to maximize retirement planning options for their clients.

Because Social Security is a necessary part of a comprehensive retirement income strategy, there are important considerations before choosing to claim early. Working with a financial professional is crucial in coordinating three types of benefits.

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


About Mark Triplett:

Investment Advisor/Founder/CEO

Triplett Financial Group clients have a “deal with it now” attitude. That’s why they are attracted to the planning process developed by Triplett Financial Group’s founder and CEO Mark Triplett. The step-by-step process guides them through the assessment of their current condition, helps them identify potential cracks, encourages them to be accountable, and empowers them to take corrective action.

Mark developed his own “deal with it now” attitude when diagnosed with thyroid cancer at age 15. “When you get that news, things that were important the day before suddenly seem trivial.

Mark believes this same approach applies to retirement income planning. If clients are going to have problems in the future, it’s better to know now and deal with it than to pretend nothing is wrong and wait until it’s too late.

Triplett Financial clients have worked hard for their retirement dollars. Mark selectively seeks clients with first-generation wealth, believing that when they work hard to build their assets, they view finances differently. Mark looks for clients that relate to his farm-raised work ethic and honest character. He demonstrates those traits in his business relationships and in the relationships that he develops with his clients.

Mark developed his character beliefs through his grandfather. Although his grandfather passed with few material possessions, hundreds lined up to pay their respects, creating a lasting memory that reminds Mark that nothing is worth more than your character.

Mark is a trusted advisor to financial professionals nationwide. Many have turned to him for guidance on their own clients’ retirement planning strategies. He is passionate about making advisors better so they can be better for their clients, believing that with simple changes, attention to detail, and a consistent process they will serve more people in an extraordinary way.

Mark, his wife Melinda, and son Hunter live in Polk City, IA. They enjoy boating, alpine skiing, and organic gardening as well as many other outdoor activities.

 

About Troy Westendorf

Founder/President

Triplett-Westendorf Financial clients respect a disciplined approach to income planning; one founded on rules-based principles. Founder Troy Westendorf brings a degree in law enforcement from NIACC, and he’s uniquely dedicated to public service and upholding the rule of law. Mr. Westendorf finds ways to apply his devotion to protecting others through retirement income planning. Through discipline and sound strategies based on math and science, his team creates lifetime retirement income.

Triplett-Westendorf Financial clients now appreciate Troy’s desire to follow in his uncle’s footsteps. Troy witnessed how his uncle enriched the financial lives of the people around him, and in 2002 Troy desired to continue his good work by entering the financial service industry. One of the first things new Triplett-Westendorf clients recognize is Troy’s commitment to mind, body, and spirit. He’s a Certified Personal Trainer and Strength Conditioning Specialist. Commitment and hard work serves him and his clients well when strengthening their wealth and health.

The Westendorf’s prioritize a balanced-life approach. Troy’s best friend, and business partner, is his wife Brenda. As a fitness instructor, she challenges him, and others, to make healthy choices. Changing lives and making lifelong friendships along the journey brings joy to their family. They have passed on their love of community, ethics, and values to their only daughter Breanna and her husband Coty.

Learn more about Triplett Westendorf Financial Group by tuning in for the interview available on iTunes, Stitcher, iHeartRadio, and the Business Innovators Radio Network here

  • 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.
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TOP 30 Finalist Moving to Phase II of The National Black Business Pitch Competition

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The National Black Business Pitch (NBBP) is a virtual competition designed to connect Black-owned businesses to corporations who are looking to expand and diversify their supply chain with new products and services.

These thirty businesses have advanced to the final competition and the opportunity to win cash prizes of up to $10,000. The final competition will consist of a 2-day live virtual event, August 17 & 18, 2021, where the business owner will Pitch his or her business to multiply corporations from across the United States.

Learn more at https://nationalblackbusinesspitch.com/

If your corporation desires to do business with Black-owned, founded, or controlled businesses throughout the United States, you too want to get in on the action. Become a sponsor today and join forces with other corporations like  The Walt Disney Company, Honda, AT&T, SRP, & Delta and support the NBBP. You may also register to view the live competition at https://wbecwest.virtualfusions.com/e/national-black-business-pitch/register/.

Follow us on Facebook and join WBEC-West LIVE on Facebook, August 30th to hear the winners of the NBBP (The National Black Business Pitch).  

Reach out and contact us. www.wbec-west.org

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PROGRAM 15 Announces Collaboration with Southern Nevada Preparatory Athletics For New Balance Future Stars Series Amateur Player Development Events

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PROGRAM 15 and New Balance Baseball continue their unwavering commitment to change the game of baseball, announcing their collaboration with Southern Nevada Preparatory Athletics.

In partnership with Southern Nevada Preps, the New Balance Future Stars Series will identify teams and players across the country to compete in fall tournaments throughout Las Vegas, Arizona, Southern California, Northern California, and the Northwest.

During the fall regional tournaments, elite players will be identified by PROGRAM 15’s National Staff of former Major League Players, Coaches, and Scouts to participate in fall signature events this year. Teams from surrounding states will participate in 4 age groups (17/18U, 16U, 15U, 14U) with a 3-game minimum using NHSF Rules.

Southern Nevada Preps will operate tournament events in conjunction with the New Balance Future Stars Series brand in beginning with The Las Vegas Fall Super Regional, which kicks off September 10th with games played at college and high school fields located in the Henderson, Las Vegas, and Southern Nevada area.

Jeremy Booth, PROGRAM 15 Founder, CEO and President of Baseball Operations for The New Balance Baseball Future Stars Series said, “Robert and SNP are professionals. You can feel the energy from the minute he speaks and it’s contagious. We’re looking forward to the relationship and growing together for players on the West Coast for years to come.”

Since its inception in 2016, The New Balance Future Stars Series has impacted over 15,000 athletes all over the world. As the Official Global Grassroots Player Identification and Development Program for New Balance Baseball, PROGRAM 15 is backed by decades of Pro Baseball Scouting experience. Their highly-skilled scouting staff provides amateur players in-depth and credible evaluations they can trust because they are the same credible evaluations that are trusted by Major League scouts and college coaches across the country.

For more information on The New Balance Future Stars Series Las Vegas Fall Super Regional as well as other events visit https://FutureStarsSeries.com

ABOUT SOUTHERN NEVADA PREPARATORY ATHLETICS:
Southern Nevada Preparatory Athletics aims to bring quality baseball league play and tournaments to the Southern Nevada region. SN Preps events provide exceptional competition and positive exposure. To learn more visit https://www.snpreps.com

ABOUT PROGRAM 15:
PROGRAM 15 boasts a faculty and staff that includes multiple Major League All-Stars and World Series veterans responsible for executing the New Balance Baseball Future Stars Series, an initiative between the two organizations to elevate the game of baseball by providing amateur players across all economic levels an opportunity to reach their full potential through the training, development, and guidance of former MLB players, scouts, and coaches. For more information on PROGRAM 15 and the Future Stars Series, visit www.futurestarsseries.com or @program15bb and @ftrstarsseries on Twitter.

ABOUT NEW BALANCE:
New Balance Athletics, headquartered in Boston, MA has the following mission: Demonstrating responsible leadership, we build global brands that athletes are proud to wear, associates are proud to create and communities are proud to host. Manufactured in the U.S. for more than 75 years and representing a limited portion of our U.S. sales, New Balance MADE U.S. is a premium collection that contains a domestic value of 70% or greater. New Balance owns and operates four factories in New England and one in Flimby, U.K. New Balance employs more than 7,000 associates around the globe and in 2020 reported worldwide sales of $3.3 billion. To learn more about New Balance, please visit www.newbalance.com and for the latest press information please visit https://newbalance.newsmarket.com.

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Resolute Media CEO Announces Brisbane THRIVE Initiative for Local Businesses

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Resolute Media CEO, Brian Richards, has revealed a new initiative for local Brisbane, Queensland businesses, to be launched officially in the first week of September, 2021.

Called the Brisbane THRIVE Initiative, this project will seek to assist local South East Queensland businesses in Australia, especially those who are continuing to feel the impact of the pandemic.

“Business is a challenge for smaller operations at the best of times,” said Richards, “Given the additional hurdles continuing to be faced, we want to make the best traffic, training and tools we have available to interested Brisbane businesses.”

Richards has decades of experience in employing digital technologies to support business outcomes. He is keen to provide more immediate, practical, evidence-based support for the small business sector.

Resolute Media has already begun work on the infrastructure and systems needed to start rolling out the Brisbane THRIVE Initiative from early September through to the end of 2021 and potentially ongoing, depending on the feedback and outcomes experienced.

“We have always believed in leading with value,” Richards explained, “That has meant creating results in advance for clients wherever possible. We have now expanded and formalised that long-held business philosophy in our new credo of Proof Over Promises.”

Richards asserts that Proof Over Promises principles will underpin all aspects of the Brisbane THRIVE Initiative. This means that local business owners will be afforded numerous weekly opportunities to test out for themselves a broad range of cutting edge marketing technologies, at no cost and with no obligations. A number of these resources are proprietary and exclusive to Resolute Media, who will fund the initial availability of these assets.

The marketing systems firm will also provide comprehensive training, tools and traffic options on a complimentary basis from September onwards. It is devoting August to setting up structures, preliminary testing and seeking feedback from interested parties.

Those parties will include local Brisbane charities and groups, who have also been severely impacted by the pandemic. Resolute Media will be looking for opportunities to support these non-profits in a number of projects under consideration for this year.

Further information can be obtained by emailing [email protected] A dedicated website and social media presence are also being created to provide regular updates leading up to the launch of the Brisbane THRIVE Initiative in early September, 2021.

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