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 ninth 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, 2017 and will be based on academics and service along with letters of recommendation and an essay. Look for upcoming details.

Megan Rocha (Tulare Union High), the 2016 recipient of the JL Waite Financial Scholarship.
Pictured: Megan, and parents Leecia and John Rocha

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


The beautiful spring came; and when Nature resumes her loveliness, the human soul is apt to revive also. -Harriet Ann Jacobs


I am going to try to pay attention to the spring. I am going to look around at all the flowers, and look up at the hectic trees. I am going to close my eyes and listen.- Anne Lamott


Behold, my friends, the spring is come; the earth has gladly received the embraces of the sun, and we shall soon see the results of their love! -Sitting Bull


For happiness one needs security, but joy can spring like a flower even from the cliffs of despair. Anne Morrow Lindbergh


The little windflower, whose just opened eye is blue as the spring heaven it gazes at.- William C. Bryant


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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