It starts with one question:

Do you have a plan for your retirement?

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The Compass Retirement Solution is our plan that dives into the 3 big things we help you understand: taxes, fees, and risk.

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What it is:

  • A 3 Step Process to helping you create a complete plan for your retirement.

  • It’ll cover these 5 areas of planning

  • Income Planning, Investment, Tax-Efficient Strategies, Health and Long Term Care Strategies and Legacy Planning

Request a complimentary Retirement Solution Plan:

  • You owe it to yourself to have a qualified professional look to help make sure you are on the right path

    If what happened in March of 2020 concerned you, you may have too much money in the stock market for your retirement.

    A message from
    Scott & Angela Winstead

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    Life has a very funny way of throwing curveballs at us, and we don’t ever get to pick and choose when they come.

    What we do get to pick and choose is how prepared we are when they do come. We want  you to take the first step in being prepared for curveballs when they do come your way in retirement.