Angela Winstead Email & Phone Number

Think of us as your guide in retirement. If you were going to climb a mountain and haven’t done it before, you’d probably take a guide. That’s how we help families just like yours in retirement - by being your retirement guide.As a podcaster and frequent presenter, I strongly believe that it’s my mission to spread the message of financial knowledge to empower more people to take charge of their financial well-being.I am a second-generation financial professional and when you work with our team at RetireSIMPLY™, you’ll see our passion for what we do day in and day out to help families pursue long-term financial success.I am a licensed insurance professional, and as the RetireSIMPLY™ business grows and progresses, I regularly pursue education to better help our clients. When not at work, you’ll find me spending quality time with my family, cooking, exploring the outdoors, or even trying new foods. I love volunteering for Dallas/Fort Worth organizations such as Tarrant County Toy Drive and Grace and Art in the Square, and have raised hundreds of thousands of dollars for different charities throughout my 25 years in this area.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.

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  Co-Founder

  Retiresimply™

  Oct 2014 - Present - Southlake, Texas, United States

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  Metropolitan State College Of Denver

  Political Science And Government