RetireSimply® Information
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RetireSimply®
Summary
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 ...Show more
Social Links | |
Phone Number | 817-328-6152 |
Industries | |
Headquarters Location | 1000 Texan Trail, Grapevine, Texas, 76051 US |
Employees Size | 1-10 employees |
Specialties | Retirement Planning, Tax Planning, Income Planning, Wealth Management, Risk Management, Money Management, Medicare, Long-Term Care, Life Insurance, Annuities, Fixed Index Annuities, Legacy Planning, Estate Conservation, Roth Conversions, Rollovers |
Founded | 2009 |
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Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2003 | Privately Held | 200-500 | - | $- | |
| 2017 | - | 100-200 | - | $- |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
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Number of employees by department
Total number all of employee turnover
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Length of Employment
Employee tenure at RetireSimply® shows a diverse range of experience levels:
8% have been with the company for less than 1 year23% for 1–2 years15% for 3–4 years15% for 5–7 years8% for 8–10 years31% have over 11 years of service at RetireSimply®Discover More
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RetireSimply®
Katelyn Schmitz
Marketing Coordinator
Angela Winstead
Community Outreach Coordinator
Nickolas Bortells
Retirement Planner
Joseph Turek CFP® CPWA®
Retirement Planner
Christie Jo
Relationship Manager
Byron Jimmerson
Retirement Planner
Sara Ambrose
Client Service Specialist
Scott Winstead
Founder
Julie Barbour
Client Experience Specialist
Kyle Vignone
Customer Service Specialist
Clayton Horn
Operations Specialist
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FAQ
The headquarters of RetireSimply® are located in Grapevine, United States.
You can contact RetireSimply® by phone at 817-328-6152.
RetireSimply® currently employs 1-10 people.
Well-known competitors of RetireSimply® include Cole Engineering Group and Khyanafi Corpsulting.
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