We've compiled the information we've learned from the past decade of helping families plan for retirement into an on-demand video library. By submitting your personal information, you consent to receive email marketing communications from our firm. 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. 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.
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. 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.
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About Us
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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.
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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. By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement. You owe it to yourself to have a qualified professional look to help make sure you are on the right path.
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Here's what our you'll get access to in our on-demand video learning series on retirement with Scott and Angela Winstead. We've compiled the information we've learned from the past decade of helping families plan for retirement into an on-demand video library. By submitting your personal information, you consent to receive email marketing communications from our firm.
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Let's face it, it's a big deal in choosing the right team to work you on planning your retirement. You've worked your entire life to get to a point of being able to retire, and you deserve to know what others have said about working with someone on creating a plan to enjoy it. That's why we invited several of our clients to sit down and give their honest feedback on working with us.
Compass Cares
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Our goal is to work alongside our clients to make a big impact in the DFW community through Compass Cares. Seeing so much need in our city in 2020 forged the idea of how we as a company could impact the Dallas Fort Worth area in the future. In 2021, we set out with a vision of how we could use our community of clients to get involved side-by-side with us in quarterly outings to help different charities in our area.
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