RetireSimply - Southlake, Texas

Denise B.

We are looking to retire very soon and we saw Angela & Scott on the Retire Simply Show. We listened to them and they came across very honest & genuine. When you’re dealing with a retirement portfolio you want someone you can trust. We decided to set up an appointment for a consultation. We met with Angela. She was an absolute pleasure to speak with. She was very informative and answered any questions or concerns we had.
She put a retirement plan together for us that meets our retirement goals. We have met with Scott & Angela on numerous occasions and have 100% confidence in them. I would highly recommend them for your retirement needs.
Joe & Denise Bonneville

Angela C. H.

I’m not easily impressed, but Scott and Angela have impressed me and my husband and I highly recommend their workshop. We met with Scott yesterday at their office. He and his associate were so helpful in advising us on get back on track with our retirement goals. They are knowledgeable and helpful. They’re willing to give us advice now knowing that we are building a relationship for later. Once we get back on track, we will be their clients.

Joretta &. T. I.

We are amazed how down-to-earth the staff and leadership is with RetireSimply. We sincerely feel part of the team.

We are impressed with each individual and the in depth knowledge they have in there areas of expertise. Everything and anything they advise is explain thoroughly. Our trust in their recommendations are confident and secure. We are greatful to have RetireSimply in our simple lives.

Laura H.

Since 2017, Compass Retirement has been instrumental in assisting my husband and I in navigating our path toward retirement. Prior to linking up with Scott, Angela and their team, we attended several retirement seminars and vetted numerous financial professionals. We chose Compass Retirement because of their certified credentials, knowledge and professionalism. But most importantly, we liked them! Scott and Angela are warm, caring and genuine! They have provided us with sound investment options and retirement solutions geared toward our lifestyle and goals. They meet and speak “with” us (not “to” us) in easy to comprehend layman’s terms and provide us with the tools and options necessary to make our own choices and investment decisions. We highly recommend you consider Compass Retirement when considering your financial future!

Paula W.

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!

Jo E. B.

Very personable, professional, knowledgeable, security oriented, and caring. Loved working with Angela, Scott , Byron and the whole Retire Simply Team. Highly recommend.

Lee R.

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.

fred W.

My wife and I were working with retirement approaching. Receiving by mail invitations to attend other presentations we did. Then we attended a Compass Retirement seminar we heard new strategies and ideas. A couple meetings a plan was proposed, explained, and implemented. My past experience has given me appreciation for Compass Retirement. The best move we've made financially. Scott, Angela and their team listen and care. There is a sense of being engaged with them never felt previously. We have since both retired and are confidant with the choices we have made.
Thank you Scott, Angela, and your team.
Fred and Cheryl