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


About Us

Our Firm

Income for Life

Company Location


JL Waite Financial Scholarship

- Application Form

Request a Quote


Life Insurance

Mortgage Qualification

Business Insurance

Substandard Life

Learning Center


Critical Illness Protection

Living Benefits

Recommended Reading

Recommended Movies

Recommended Websites

Debt Elimination Program

Money Management University

   Money Management for Kids

Your 403b Classroom


Maximizing Your School Retirement

Frequently Used Forms

Rewards and Recognition


Partners in Excellence

NAP Program

Contact Us

Information Request

Tell a Friend


Final Expense Planning



Previous Issues

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!


"And so with the sunshine and the great bursts of leaves growing on the trees, just as things grow in fast movies, I had that familiar conviction that life was beginning over again with the summer." - F. Scott Fitzgerald, The Great Gatsby

"For one swallow does not make a summer, nor does one day; and so too one day, or a short time, does not make a man blessed and happy." - Aristotle

"What is life, when wanting love? Night without a morning; love's the cloudless summer sun, nature gay adorning." - Robert Burton

"'Tis now the summer of your youth: time has not cropped the roses from your cheek, though sorrow long has washed them." - Edward Moore

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

Get a Quote

Are you ready to take your financial planning to the next level?

Contact Us