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


It was one of those March days when the sun shines hot and the wind blows cold: when it is summer in the light, and winter in the shade. - Charles Dickens


The moon is at her full, and riding high, Floods the calm fields with light. The airs that hover in the summer sky are all asleep tonight. - William C. Bryant


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


Without continuity, men would become like flies in summer. - Melville Fuller


One can find a squalid America as easily as a scenic America; a bitter, hopeless America as easily as the confident America of polyethylene wrapping, new cars, and camping trips in the summer. - Robert Kennedy


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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