Financial Planning for a Steady Stream of Income
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JL Waite Financial Group

JL Waite Financial Scholarship for High School Seniors

For the seventh 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, 2015 and will be based on academics and service along with letters of recommendation and an essay. Look for upcoming details.

Ryan Saylor, graduate from Highland High, the 2014 recipient of the JL Waite Financial Scholarship. Pictured are parents Valerie & Ron Saylor, Ryan, 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


Write it on your heart that every day is the best day in the year.
Ralph Waldo Emerson


Your success and happiness lies in you. Resolve to keep happy, and your joy and you shall form an invincible host against difficulties.
Helen Keller


Be at war with your vices, at peace with your neighbors, and let every new year find you a better man.
Benjamin Franklin


No one's ever achieved financial fitness with a January resolution that's abandoned by February.
Suze Orman


You can't get too much winter in the winter.
Robert Frost


Ryan Saylor, 2014 Scholarship winner, gives tips to incoming high school freshmen.

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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