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OUR STORY

Our story began with a simple yet powerful mission: to make retirement planning accessible, clear, and focused on what truly matters—your peace of mind. Founded by Scott and Angela Winstead, RETIRESIMPLY® was born out of a desire to create a new kind of financial planning experience, one that prioritizes each client’s unique goals, dreams, and challenges. From personalized retirement strategies to community-focused events, we’re committed to building lasting relationships and empowering our clients to retire confidently. Over the years, RetireSimply has grown into a trusted resource, rooted in expertise, compassion, and a deep understanding of what makes retirement fulfilling

MEET THE TEAM

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SCOTT WINSTEAD

FOUNDER & RETIREMENT PLANNER

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ANGELA WINSTEAD

FOUNDER & RETIREMENT PLANNER

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JOSEPH TUREK, CFP®, CPWA®

RETIREMENT PLANNER

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BYRON JIMMERSON, CFP®

RETIREMENT PLANNER

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NICKOLAS BORTELLS

RETIREMENT PLANNER

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COLTON GREEN, CLTC®

RETIREMENT PLANNER

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KATELYN SIMMS

MARKETING COORDINATOR

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BLAINE BOTKIN

CLIENT SERVICE SPECIALIST

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SARA AMBROSE

CLIENT SERVICE SPECIALIST

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CLAYTON HORN, MSF

CLIENT SERVICE SPECIALIST

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LAURA YOUNG

CLIENT EXPERIENCE SPECIALIST

JOIN THE TEAM

Join the team at RETIRESIMPLY® and help empower retirees to secure a confident and fulfilling future. We’re looking for passionate, skilled professionals who are committed to providing exceptional service, innovative financial solutions, and compassionate guidance. If you’re excited about making a meaningful impact and growing with a company that values expertise and community, explore our open positions and see how you can be part of our mission

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SOUTHLAKE

3120 Sabre Drive
Suite 140
Southlake, TX 76092

PLANO

FORT WORTH

6275 W. Plano Parkway
Suite 500
Plano, TX 75093

(near Costco on the Tollway)

640 Taylor Street
Suite 1200
Fort Worth, TX 76102

McKINNEY

​7300 State Highway 121, Suite 300

McKinney, TX 75070

CONTACT

info@retiresimply.com
817-328-6152
Monday-Friday
8:00a-5:00p

CONNECT

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Retirement Planners Better Business Bureau

© 2035 RETIRESIMPLY®

"Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.

"Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.

 

Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083."

 

Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083."

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