www.myfederalretirement.com

Financial Planning Resources for Federal & Postal Employees

Nurture Wealth

Company: Nurture Wealth
Contact: Chad Castle
Address: 200 W. State Hwy 6
City: Waco
State: TX
Zip: 76712
Phone: 254-776-8400
Fax: 254-776-8405
Email: Chad@NurtureWealth.com
Website: http://www.NurtureWealth.com

About My Practice

Nurture Wealth is a full service retirement, insurance and tax planning firm with a focus on the Federal Employee.  Both my Mother and Step-Father retired from a career in Federal Service, one from CSRS and one from FERS.  Due to a lack of education on their Federal Benefits, they made some costly mistakes in their planning.  Our goal is to help you skip the mistakes and take full advantage of your Federal Benefit programs before and during retirement.  We specialize in creating maximum retirement income for FERS employess as well as enhancing pension and spousal benefits for CSRS employees.  Our team combines over 40 years of financial planning experience throughout Texas.  We act as a Fiduciary for our clients, always doing what is in your best interest, regardless of our compensation.

Offering Advice Since

1995

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Tax preparation

Licenses, Certifications, Education, and Affiliations

Insurance Licenses:   Group 1
Security Licenses:   Series 65
Education:   BBA - Baylor University - Financial Svcs & Insurance Studies
Investment Advisor Registration:  Wealth Watch Advisors, LLC
Associations & Affiliations:

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail feed on mutual funds or insurance policies

My Association with the Office or Firm

Owner/Partner

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