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SIMPLY GET TO KNOW US
RETIRESIMPLY™, founded by Scott and Angela Winstead, is dedicated to helping individuals and couples achieve financial security and peace of mind in retirement.
With over 22 years of experience, we specialize in tax-efficient strategies, income generation, Medicare planning, and legacy protection. Our personalized approach empowers clients to navigate the complexities of retirement planning with confidence, offering tailored solutions that protect and grow their wealth. Through educational workshops, resources, and one-on-one consultations, RETIRESIMPLY™ ensures that each client can retire simply and live comfortably in their retirement years.
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WITH SCOTT AND ANGELA WINSTEAD
SATURDAYS AT 9:00AM CST ON
WATCH RETIRESIMPLY
TM
0
YEARS OF COMBINED RETIREMENT PLANNING EXPERIENCE
+
978
FAMILIES RETIRE CONFIDENTLY
HELPING OVER
76
CLIENT SATISFACTION RATING
%
We have developed the SIMPLY acronym to
encapsulate our comprehensive retirement strategy.
CLICK EACH LETTER TO LEARN MORE
Y
YEARLY
REVIEW
YOUR QUESTIONS
ANSWERED
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How can I protect my savings from market downturns?We specialize in strategies that help Shelter Your Money from market volatility. By diversifying your portfolio and using protective financial products, we ensure your retirement savings are more resilient during market dips, giving you peace of mind in uncertain times.
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When should I start taking Social Security?The timing of your Social Security benefits can greatly impact your income in retirement. We’ll help you analyze factors like your health, work history, and financial needs to determine the optimal time to start claiming Social Security, maximizing your benefit over time.
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How much do I need to retire comfortably?The amount you need for retirement depends on your desired lifestyle, healthcare costs, and how long you expect to live in retirement. We’ll work with you to create a personalized plan that factors in your goals, inflation, and income sources to ensure you have enough to live comfortably throughout your retirement years.
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How do I plan for healthcare costs in retirement?Healthcare is one of the largest expenses in retirement, and it’s important to be prepared. We’ll guide you through Medicare options and help you plan for long-term care, so you can cover medical costs without draining your savings.
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What can I do to reduce taxes on my retirement income?Our tax-efficient strategies are designed to help you keep more of your hard-earned money. From ROTH conversions to minimizing required distributions, we’ll work with you to build a plan that reduces your tax burden in retirement.
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How do I know if I’m financially ready to retire?Retirement readiness depends on several factors, including your savings, income streams, healthcare costs, and lifestyle goals. At RETIRESIMPLY™, we offer personalized assessments to help you understand your financial situation and build a plan that ensures you can retire with confidence.
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