RetireSimply

RetireSimply Helping DFW Retire with ๐‘ช๐’๐’๐’‡๐’Š๐’…๐’†๐’๐’„๐’†. At RetireSimplyโ„ข, we are dedicated to empowering our clients.

Join us August 22nd for THRIVE in Retirement!
9:00am-3:00pm at the Westin in Frisco
Tickets are one sale now at Retiresimplythrive.com

โ€œLink in bio" โฌ‡๏ธ
https://linktr.ee/retiresimply It is our mission to prepare people, helping them make the most strategic and informed decisions possible to guide them towards ๐—ฐ๐—ผ๐—ป๐—ณ๐—ถ๐—ฑ๐—ฒ๐—ป๐˜ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ณ๐˜‚๐˜๐˜‚๐—ฟ๐—ฒ๐˜€. 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 ๐—ฅ๐—ฒ๐˜๐—ถ๐—ฟ๐—ฒ๐’๐ˆ๐Œ๐๐‹๐˜โ„ข process we help you build a simple to understand retirement plan that will cover ways to:

โœ”๏ธ ๐’ - SHELTER YOUR MONEY
โœ”๏ธ ๐ˆ - INCOME GENERATION
โœ”๏ธ ๐Œ - MEDICARE/Long-Term Care
โœ”๏ธ ๐ - PROTECT YOUR LEGACY
โœ”๏ธ ๐‹ - LESS TO THE IRS
โœ”๏ธ ๐˜ - YEARLY STRATEGY VISITS

You owe it to yourself to have a qualified professional look to help make sure you are on the right path!

06/12/2026

Join us this Sunday, June 14th on Fox Business at 2pm for the Wealth Council!

04/11/2026

Weโ€™re excited to announce the return of Wealth Council on FOX Businessโ€”bringing you more insights, strategies, and real conversations around retirement and financial confidence.

Join our founder, Scott Winstead, this Sunday, April 12 at 2PM EST as we kick off the new season!

Set your reminder, tune in, and take one step closer to retiring simply. ๐Ÿ“บโœจ

03/20/2026

Weekend plans? Cancel them. (Okayโ€ฆ just for an hour ๐Ÿ˜„)

๐Ÿ“บ Back-to-back RetireSimply DFW
๐Ÿ•› Saturday & Sunday at noon

Twice the episodes.
Twice the clarity.
Zero confusion.

02/24/2026

A room full of people asking questions, comparing notes, and learning together can change everything.

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This event is provided for education purposes only and does not include individualized investment advice or recommendations. Admission fees collected for this event are donated in full to Folds of Honor, a 501(c)(3) nonprofit organization that is not affiliated with Foundations or its investment advisory services. Foundations and the presenting investment adviser representatives do not receive any compensation, reimbursement, or other economic benefit, directly or indirectly, in connection with this event. Attendance at this event does not create an advisory or client relationship with Foundations or the presenter, and no advisory services are being offered or solicited. Foundations does not sponsor, endorse, or administer this event, and participation should not be construed as an endorsement of the charity or its activities.

The countdown is on!
02/23/2026

The countdown is on!

We are back with another THRIVE in Retirement event!

Join us Saturday, February 28th, at the Westin in Las Colinas for a full day of retirement education.

Reserve your spot today: https://www.retiresimplythrive.com/register

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This event is provided for education purposes only and does not include individualized investment advice or recommendations. Admission fees collected for this event are donated in full to Folds of Honor, a 501(c)(3) nonprofit organization that is not affiliated with Foundations or its investment advisory services. Foundations and the presenting investment adviser representatives do not receive any compensation, reimbursement, or other economic benefit, directly or indirectly, in connection with this event. Attendance at this event does not create an advisory or client relationship with Foundations or the presenter, and no advisory services are being offered or solicited. Foundations does not sponsor, endorse, or administer this event, and participation should not be construed as an endorsement of the charity or its activities.

02/19/2026

Address

3120 Sabre Drive, #140
Southlake, TX
76092

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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