Angela Winstead

At RetireSIMPLY™, we are dedicated to empowering our clients. It is our mission to prepare people, helping them make the most strategic and informed decisions possible to guide them towards 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗳𝘂𝘁𝘂𝗿𝗲𝘀. We take a conservative and holistic approach to creating a retirement plan tailored specifically to you, based on your specific needs and lifestyle. The biggest difference with our firm is we aim to offer more than just investment advice. With our 𝗥𝗲𝘁𝗶𝗿𝗲𝐒𝐈𝐌𝐏𝐋𝐘™ process we help you build a simple to understand retirement plan that will cover ways to: ✔️ 𝐒 - SHELTER YOUR MONEY ✔️ 𝐈 - INCOME GENERATION ✔️ 𝐌 - MEDICARE/Long-Term Care ✔️ 𝐏 - PROTECT YOUR LEGACY ✔️ 𝐋 - LESS TO THE IRS ✔️ 𝐘 - YEARLY STRATEGY VISITS You owe it to yourself to have a qualified professional look to help make sure you are on the right path! Contact us here: 📲 (817) 328-6152 https://linktr.ee/retiresimply 🌐 https://retiresimply.com/ Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. 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 exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.