Financial Planning for a Steady Stream of Income
(661) 979-0945     Toll Free: (800) 566-4047

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JL Waite Financial Group

JL Waite Financial Scholarship for High School Seniors

For the sixth year, as our way of saying thanks for giving us the opportunity to serve you we are once again giving the JL Waite Financial Scholarship. The scholarship will be awarded to a high school senior whose parent is one of our clients. The scholarship will be awarded in May, 2014 and will be based on academics and service along with letters of recommendation and an essay. Look for upcoming details.

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Danielle Simpson, graduate from Tehachapi High, JL Waite Scholarship recipient, shown with parents, Mick & Debbie Simpson & Jim Waite

Our Goal


Make Your Money Live As Long As You Do!

We at JL Waite Financial Group welcome you to a new way of thinking about finances. Our mission statement is simple: "To help people save now to have a steady stream of income later that they can never outlive."


We do this by giving people a free financial education about how money works and how to have money work for them rather than them for their money. By placing one's money in the right place a person is able to participate with the market with no downside risk. Furthermore that money can grow tax free!


With over 1,500 people that we serve our goal over the past 15 years has been and continues to be to stay on top of changes in tax laws and new products available to better position one's assets to receive maximum growth to ensure a secure retirement.


Call today for a no cost, no obligation 'Get Acquainted' meeting, and begin your financial planning process now!

Quotables


"Those have a short Lent, who owe money to be paid at Easter." ~ Benjamin Franklin


"He takes men out of time and makes them feel eternity." ~ Ralph Waldo Emerson


"Our Lord has written the promise of the resurrection, not in books alone, but in every leaf in spring-time." ~ Martin Luther


"But from this earth, this grave, this dust,
My God shall raise me up, I trust."
~ Walter Raleigh


"The joyful news that He is risen does not change the contemporary world. Still before us lie work, discipline, sacrifice. But the fact of Easter gives us the spiritual power to do the work, accept the discipline, and make the sacrifice." ~ Henry Knox Sherrill


"It's spring fever. That is what the name of it is. And when you've got it, you want—oh, you don't quite know what it is you do want, but it just fairly makes your heart ache, you want it so!” ~ Mark Twain


Blog Summary

JL Waite Financial Group
P.O. Box 11791, Bakersfield, CA 93389
(661) 979-0945
Toll Free: (800) 566-4047

Financial Planning for a Steady Stream of Income

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