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Kingdom Purpose: Helping those we serve become all God has called them to be.

Our mission is to help guild our clients toward financial peace of mind better than it has ever been done before. This includes charting a course to financial security. This is accomplished through focused planning and follow through. At every step of the process my team and I seek first to understand your vision, values, and goals before we get to the strategies and tools that help you follow through with your personalized plan. Contact us today for help with your journey toward financial security.

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Areas of Specialization

It’s been our experience that we add more value to clients when we focus our energy and aim for depth and experience in specific markets meeting their unique needs. Two areas we specialize in are managers at Caterpillar, Inc. and Physicians. In short, here is what we have to offer:

Coporate Executives

  • In-depth knowledge of Caterpillar compensation and other Fortune 500 company's compensation and benefit programs including non-qualified deferred compensation plans, pensions, EIP-1, 401(k), Roth 402(k), equity compensation/target ownership, and insurance coverages
  • While we are are based in Caterpillar's backyard in downtown Peoria, IL, we regularly leverage technology and flexiblility that allow us to add value to our clients who are currently located all around the globe.

Medical/Dental Professions

  • Student loan, repayment and refinance planning (public service loan forgiveness, income-based repayment, etc.)
  • Physician specific disability insurance contracts with definitions covering one in their own occupation
  • In-depth knowledge of hospital systems benefit offerings 401(k), 403(b), 457(b), and insurance coverages.
*Financial Representatives do not give legal or tax advice. Taxpayers should seek advice based on their particular circumstances from an independent tax advisor.

Joshua T Waite, CFP®, CLU®, ChFC®, CAP®
Wealth Management Advisor

Waite Financial Group

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