Compass Retirement
1000 Texan Trail, Grapevine, TX 76051
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
Compass Retirement, located at 1000 Texan Trail in Grapevine, Texas, is a finance and insurance agency dedicated to helping individuals plan for a secure and tax-efficient retirement. Their Free On-Demand Retirement Video Learning Series, hosted by Scott and Angela Winstead, offers valuable insights and answers to common retirement questions.
Navigating retirement can be like descending a mountain, and Compass Retirement is here to guide you through this new phase of your journey. Their experienced team specializes in creating personalized retirement plans that provide income and peace of mind.
By working with Compass Retirement, you can potentially increase your income and have more financial flexibility for your desired lifestyle, whether it's traveling, healthcare expenses, or spending time with family. Their simple and easy-to-understand Income Plan is tailored to your specific needs and goals.
If you're looking for retirement professionals who truly care about their clients, Compass Retirement is the right choice. Their on-demand video library offers a wealth of information accumulated over a decade of helping families plan for retirement.
Investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. Compass Retirement ensures that all advice and recommendations are personalized and suitable for each individual's unique situation. Visit their website for more information on their services and licensing details.
Reviews
"We were introduced to Compass Retirement through a mailer. We had been talking about finding a financial adviser and this mailer got us moving in that direction. We were interested and impressed with Scott from that first meeting. We made an appointment have never looked back!!"
"If your looking for a financial advisor or wanting to make a change, I would highly recommend Compass Retirement. Scott & Angela are excellent at evaluating your situation and putting together a comprehensive retirement plan that will address future income, taxes, healthcare, social security and more. They are easy to work with and you can tell they love helping people achieve their retirement goals."
"Compass Retirement and its staff have been awsome, from availability to resources, to explaining differences in programs, to insuring balance in our retirement. It is always joyful to meet with Scott and Angela or any of their staff. They all make you feel like family."
"For years we just kept putting money into our 401(k) and had no long term strategy. Scott organized everything and set up a plan based on our comfort level with risk. He made sure we are protected but still have the opportunity for some of our money to make bigger returns. Our portfolio has done well, but the more important point is that Scott gave us peace of mind about being able to retire comfortably."
"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!"
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