We’re Scott and Angela Winstead, and we love being a local DFW retirement professional couple to so many families in this area.
We really focus on taking a lot of the complexity out of retirement as well as tax-efficient strategies and break it down into a plan that you’ll actually understand so you’ll have a plan to enjoy the retirement you worked so many years for.
If you are looking for a retirement professional 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.
Founder and Retirement Professional
“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. I want you to take the first step in being prepared for curveballs when they do come your way in retirement.”
Since 2009, Scott has helped families just like yours prepare and have a true plan to help you pursue retirement success. As an author, podcaster, and frequent presenter, you’ll come to enjoy Scott’s sense of humor and his love for helping families prepare for retirement curveballs that might come their way.
Scott has passed the series 7, 63 and 65 securities exams and also holds a life, health, and annuity licenses in Texas.
In his spare time he enjoys hunting and fishing, but also has a deep appreciation for improving his cooking skills. Spending quality time with his family and friends is what Scott loves most. You’ll see Scott on the sidelines coaching his two children’s teams, and being active in any way he can as he is a former Division 1 soccer athlete.
A special note from Scott to you:
"We don’t want you to run out of money in retirement. You can have all the money in the world but if you don’t know how to generate an income with it, it doesn’t matter. The great news is that there is only one requirement for my wife and I to work with you, you have to be nice. If you meet that, I promise you that we’ll bend over backwards for you to help you create a plan for your future."
Co-Founder and Retirement Professional
“Think about us as your guide in retirement. If you were going to climb a mountain and haven’t done it before, you’ll probably take a guide. That’s how we help families just like yours in retirement is by being your retirement guide.”
Angela is a second-generation financial professional and strongly believes that it’s her mission to spread her message of financial knowledge to empower people to take charge of their financial well being. As podcaster and frequent presenter, when you work with Angela you’ll see her passion for what she does day in and day out in helping families pursue long term financial success.
Angela a licensed insurance professional who regularly continues to gain education to better help her clients and has completed various courses as the Compass Retirement business grows and progresses.
You’ll see her spending quality time with her family cooking, exploring the outdoors, or even trying new foods. Angela loves volunteering for Dallas/Fort Worth organizations such as Tarrant county Toy Drive and Grace and Art in the Square, and has raised hundreds of thousands of dollars for different charities throughout her 25 years here being in this area.
A special note from Angela to you:
“As you head towards retirement, don’t keep your finances like a junk drawer you might have in your house. You’ve done your part to get towards retirement, let’s make sure you have a great strategy in place so that if you live a long life, you have the funds to support you through it.”
Kody is committed to helping people achieve a feeling of confidence in their retirement by walking them thoughtfully through the RetireSimply process. He chose to become a retirement professional because of his passion for helping people plan for the retirement of their dreams. Kody has passed the Series 65 exam and holds life, health, and annuity license in Texas. When Kody’s not working, he enjoys activities with his wife Michelle, stepson Grayson, son Knox, and daughter Merritt. You can also find him on the golf course or rooting on his favorite Texas sport teams.
A special note from Kody to you:
“You have worked your whole life to get to a point in which you can retire. Would you be willing to let all that hard work rely on "winging it" without a plan? Or would you feel more comfortable with a professional in your corner helping guide you through a proven system towards a perfect retirement.”
Vice President of Marketing