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


To be interested in the changing seasons is a happier state of mind than to be hopelessly in love with spring. - George Santayana


Sweet spring, full of sweet days and roses, a box where sweets compacted lie. - George Herbert


In the Spring, I have counted 136 different kinds of weather inside of 24 hours. - Mark Twain


With the advent of spring and beginning of the new harvest season the creators of abundance, our peasants, come out to the fields to sow with good aspirations and hopes. - Islom Karimov


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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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