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.
Services
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.
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.
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.
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.
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.
Reviews (10)
Sherry Raghani
Dec 05, 2021
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We are absolutely delighted with your services. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed us was the way you took the time to get a feeling for where we were in our journey towards retirement, at the depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits our trust and respect and we gladly recommend your services whenever possible.
Ken Wilson
Dec 01, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Scott and Angela are an awesome Team. They have helped us retire early by showing us how it was possible. we depend on them for financial advise and we enjoy working with them. They are very knowledgeable about the market, the retirement laws and how the retirement system works. We highly recommend using them.
Scott and Angela are an awesome Team. They have helped us retire early by showing us how it was possible. we depend on them for financial advise and we enjoy working with them. They are very knowledgeable about the market, the retirement laws and how the retirement system works. We highly recommend using them.
Tim Matz
Dec 01, 2021
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I am so glad I chose the Compass Retirement team. I could have gone with any of the big brand names, but after my first several encounters/interviews with Scott and Angela, I was very impressed with their knowledge of all aspects of retirement. But one thing stood out. They were so down to earth and genuine. I am approaching two years into retirement and so grateful for what they have accomplished for me and my wife.
Cheryl Wilhelm
Nov 28, 2021
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Scott and Angela and their team are awesome!
I was with one of the big box financial companies for many years. I gradually moved it all to Compass. My rate has been higher than it ever was. I just wish I'd moved earlier. They are responsive, reliable, personable, and professional. You really should check them out.
I was with one of the big box financial companies for many years. I gradually moved it all to Compass. My rate has been higher than it ever was. I just wish I'd moved earlier. They are responsive, reliable, personable, and professional. You really should check them out.
Paula Wood
Nov 25, 2021
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We were first introduced to Scott and Angela at an informational meeting presented at our church. They seemed very down-to-earth and genuinely concerned that seniors get the most out of their retirement income, whatever the source. We feel very confident that they are doing their best to make sure our investments are not only secure, but working for us.
I would not hesitate to recommend the amazing Compass team to anyone!
I would not hesitate to recommend the amazing Compass team to anyone!
Jacquelyn Martin
Nov 05, 2021
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Scott and the rest of the team at Compass have been great to work with. When I have questions they are answered promptly. Furthermore, Scott is knowledgeable about a host of investment opportunities - not just those from one particular company. He takes the time to determine what you have, what you need and how to get your investments in line with your goals and priorities.
Bo Jackson
Oct 25, 2021
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Positive: Professionalism, Responsiveness, Value
Scott, Angela and the entire Compass Retirement team have been wonderful to work with. They communicate well and offer wise counsel about how to manage our assets relative to risk, tax impact, and cost of doing business. If you need retirement guidance, I heartily recommend Compass Retirement
Scott, Angela and the entire Compass Retirement team have been wonderful to work with. They communicate well and offer wise counsel about how to manage our assets relative to risk, tax impact, and cost of doing business. If you need retirement guidance, I heartily recommend Compass Retirement
Laurie Mitchell
Oct 25, 2021
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I’m so glad to have found Compass Retirement to help with all my retirement needs. Scott is a wiz with all things financial from Annuity’s and Social Security to tax and estate planning. Angela is extremely caring and breaks everything down into simple and easy to understand terms. Everything is suggestions. I make the final decision. They make retirement fun and easy so all I have to do is sit on the porch while my investments make the money.
Laura Hardzinski
Oct 24, 2021
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Since 2017, Compass Retirement has been instrumental in assisting my husband and I in navigating our path toward retirement. Prior to linking up with Scott, Angela and their team, we attended several retirement seminars and vetted numerous financial professionals. We chose Compass Retirement because of their certified credentials, knowledge and professionalism. But most importantly, we liked them! Scott and Angela are warm, caring and genuine! They have provided us with sound investment options and retirement solutions geared toward our lifestyle and goals. They meet and speak “with” us (not
Fred Wilhelm
Oct 22, 2021
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My wife and I were working with retirement approaching. Receiving by mail invitations to attend other presentations we did. Then we attended a Compass Retirement seminar we heard new strategies and ideas. A couple meetings a plan was proposed, explained, and implemented. My past experience has given me appreciation for Compass Retirement. The best move we've made financially. Scott, Angela and their team listen and care. There is a sense of being engaged with them never felt previously. We have since both retired and are confidant with the choices we have made.
Thank you Scott, Angela, and your
Thank you Scott, Angela, and your
