Free On-Demand Retirement Video Learning Series
by Scott and Angela Winstead.

Get your retirement questions answered by accessing our exclusive Video Series!


The biggest difference with our firm is we aim to offer more than just investment advice.

We help you build a simple to understand retirement plan that provides you retirement income and confidence knowing you aren’t paying more in taxes than you should be.

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    Think of it this way.

In your working years, it’s like scaling up to the top of a mountain. Once you approach retirement you are getting closer to the top of that mountain and now you have to figure out how to get down. Getting down is sometimes scarier than even getting to the top if you don’t know which path to take and which obstacles to avoid.


This new leg of your journey is something we are experienced in.

We love being a local DFW retirement and tax-efficient strategy team to get you down confidently with the a plan suited to your needs.

It starts with one simple question:

Do you have a plan for your retirement?

Do you have a plan for your retirement?

Income is what drives your retirement because Income gives you choice.

More income could mean that you can plan for trips you have wanted to take, you may have more options for healthcare expenses, or you may be able to do with the kids and grandkids.

Our Income Plan is simple to understand, and easy for you to have one created by our local team.

A message from
Scott & Angela Winstead


We love being a local DFW retirement professional team to so many families in this area.

If you are looking for retirement professionals that will bend over backwards for their clients, we believe you have come to the right spot. The only requirement is that you have to be a nice person, that’s it.

Get instant access to our on-demand video library on retirement.

We've compiled the information we've learned from the past decade of helping families plan for retirement into an on-demand video library.

You'll get instant access to all 3 of our video series by filling out the form below!

Compass Video Series
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