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 eighth 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, 2016 and will be based on academics and service along with letters of recommendation and an essay. Look for upcoming details.

Elijah Nevarez (Redwood High), the 2015 recipient of the JL Waite Financial Scholarship.
Pictured: Jim Waite, Elijah, and parents Paul & Misty Nevarez

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 2,500 people that we serve our goal over the past 20 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


"Tomorrow, is the first blank page of a 365 page book. Write a good one." ― Brad Paisley


"We will open the book. Its pages are blank. We are going to put words on them ourselves. The book is called Opportunity and its first chapter is New Year's Day." ― Edith Lovejoy Pierce


"Each age has deemed the new-born year
The fittest time for festal cheer."
― Walter Scott


"New Year - a new chapter, new verse, or just the same old story? Ultimately we write it. The choice is ours." ― Alex Morritt


"Hope Smiles from the threshold of the year to come, Whispering 'it will be happier'…" – Alfred Tennyson


"Let this coming year be better than all the others. Vow to do some of the things you have always wanted to do but could not find the time. Call up a forgotten friend. Drop an old grudge, and replace it with some pleasant memories. Vow not to make a promise you do not think you can keep. Walk tall, and smile more. You will look 10 years younger. Do not be afraid to say, I love you. Say it again. They are the sweetest words in the world." – Ann Landers


"Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover." – 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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