Still working with Layne and Janelle for our retirement. Layne asks lots of questions to make sure…read morewe are where we want to be for retirement. he makes suggestions and explains why. Janelle is always helpful with everything. she was super beneficial in transferring my father's death benefits to my accounts after he passed, what a blessing that was.

From the owner: Serving Pleasant Hill, IA and outlying areas, Layne Brown and associates are offering the following…read moreservices but not limited to: Retirement, Estate Strategies, Insurance, College Funding, and Business Continuation to help client reach their goals.

TWFG is a very professional, knowledgeable, and friendly team. They treat you like family and…read moredevelop 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.

I would heartily recommend this very competent, professional and patient group of people who…read morecomprise Triplett-Westendorf. They truly want to do their best to meet the clients' needs and goals. More than just being great financial planners, they are wise, kind people who listen and educate. I trust them wholeheartedly that they are working with my best interests in mind always. They are prompt in their communication and respectful in every interaction. A true role model of a company.

on the phone for 30m with an agent who was unable to help verify my security question information…read moreto create a new online account, they transferred me to someone else. On hold for ~5m for a new agent, only for them to then state that the call never should have been transferred and they are unable to help me. The member/employee # they are asking for is not clearly labelled on my paperwork, and the plan ID was on a totally separate piece of paperwork that came in a separate lot of mail. Insane.

These people are some of the worst to deal with. They will not answer your questions and they will…read morecontinue to deflect and give misinformation. They will selectively ignore your questions, if they can vaguely point to something else you said. They will not cite or point you to their actual written policy. They seem to have processed things incorrectly and they cannot explain why they did it. They don't mind putting participants in awful situations, because they can just ignore you. Instead of trying to answer my questions, one of the people I spoke to kept deflecting and was even caught up with her own idea and said "you're just trying to find a loop hole". I don't get how trying to understand why principal processed something the way they did was trying to find a loop hole. If you have issues with them and they cannot point to a policy and they refuse to answer your questions, report it to an external regulatory body. Document everything. Report them to the Better Business Bureau (BBB), the Consumer Financial Protection Bureau (CFPB), U.S. Department of Labor's Employee Benefits Security Administration (EBSA) , IRS, consult with an ERISA attorney, or something.