Chad Castle

Income For Life

25 Years

254-855-7373

chad@incomeforlife.org

200 W Hwy 6 Suite 330 Waco, TX 76712

Chad Castle is the owner of Winnow Wealth LLC, a fiduciary Registered Investment Advisor. Chad and Winnow Wealth exist to help you create better financial outcomes in retirement. By crafting simple, efficient, and transparent investment plans, you’ll benefit by maximizing the income on your investment accounts and Social Security while minimizing your lifetime tax burden. Chad holds the Retirement Income Certified Professional Designation and is a graduate of Baylor University.

What i Do

Retirement Income Planning

Retirement Strategies

Annuities & Financial Products

Income For Life Show

Retiree Resources

What The People Saying

“Matt Nelson from Income for Life is a true retirement income expert. His knowledge and guidance have been invaluable in helping me secure a financially stable future. Matt's expertise in annuities and other financial products is impressive, and he takes the time to explain everything in a clear and understandable manner. Thanks to his assistance, I feel confident that my retirement income will last for as long as I need it. I highly recommend Matt Nelson to anyone looking for a reliable and knowledgeable advisor for their retirement planning.”
Kyle DaCosta
"Working with Matt Nelson from Income for Life has been a game-changer for my retirement. He goes above and beyond to ensure that I have all the resources and information I need for a happy and fulfilling retirement. Matt's dedication to his clients is evident in his personalized approach and attention to detail. He has helped me navigate the complexities of retirement income and provided valuable insights on annuities and other financial options. I am grateful for his expertise and highly recommend him to anyone seeking a trusted advisor in retirement planning."
Miles Berlin
"Matt Nelson is a retirement planning wizard! His commitment to helping retirees is evident in his vast knowledge and genuine passion for ensuring their financial security. With his guidance, I feel well-prepared to face the challenges of retirement. Matt's expertise in annuities and other financial products is unmatched, and he takes the time to educate and empower his clients. He has provided me with invaluable resources and insights to create a happy retirement. If you want someone who truly cares about your retirement income lasting a lifetime, look no further than Matt Nelson from Income for Life."
Jake Maloney

20

Verified ratings

Quality

5/5

5

Value

5/5

5

Timeliness

5/5

5

Experience

5/5

5

Satisfaction

5/5

5

Overall Average

5/5

5

Colton G.
Verified
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Income For Life is an outstanding company and resource for finding the very best income solutions for folks across the country. I would recommend Income For Life to anyone who is looking to create a retirement income plan.
Dustin L.
Verified
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Love the way this company uses its expertise to help others and use its platform to help others to become familiar, and a part of, Fold of Honor!
Mindy P.
Verified
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Delightfully professional, persistent, and really absolutely excellent communication .

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