Home : Joshua T Waite : Northwestern Mutual Wealth Management Company

Joshua T Waite, CFP^®, CLU^®, ChFC^®, CAP^®
Founder and Principal

Waite Financial Group

410 Fayette St
Peoria, IL 61602-1287

Office 309-693-0800

Contact Me

Kingdom Purpose

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

Mission Statement

Helping those we serve achieve true financial peace of mind, secure their legacy, and live their best life NOW.

Statement of Value

WFG is passionate about serving you and your loved ones as a trusted guide in life, today and into the future.

Through our diverse and comprehensive approach, we deliver a transparent experience that includes a personalized map, customized solutions, and a skilled team excelling in high-touch personalized service, all rooted in our unique ability to make the complex...simple.

As your fiduciary, we specialize in behavioral coaching, tax-strategic financial planning, and deep market-specific wisdom, making it possible for you to achieve true financial peace of mind, secure your legacy, and live your best life NOW.

Areas of Specialization

Waite Financial Group has a passion for helping everyone we serve achieve true financial peace of mind, secure their legacy, and live their best life NOW. While we serve clients across a diverse set of industries and occupations, we have a unique skillset serving corporate leaders (Ex Caterpillar Inc), medical and dental professionals, and those transitioning to and through retirement.

Caterpillar Inc.

In-depth knowledge of Caterpillar compensation and benefit programs, including non-qualified deferred compensation (SDCP), pensions, EIP-1, 401(k) and Roth 401(k), equity compensation, target ownership, and insurance gaps.
Comprehensive financial planning approach that takes into consideration a clients entire financial picture, including assets included in Caterpillar's benefit programs.
While we are are based in Caterpillar's backyard in downtown Peoria, IL, we regularly leverage technology to add value to our Caterpillar clients located across the globe.

Medical/Dental Professions

Student loan refinancing and debt repayment.
Comprehensive financial planning approach with regular stress tests to keep you on track for retirement and keep your investments in line with both your values and your risk appetite across your career, all while attempting to minimize tax exposure.
Disability insurance to protect one of your most valuable assets: your income. Northwestern Mutual disability insurance offers coverage that protects your unique set of skills and knowledge.

Retirement Transitions

Provide clarity on where one stands in relation to their retirement goals that translates into confidence when making their retirement decision.
Develop a plan to provide for an appropriate ongoing income stream in retirement.
Create awareness of future potential that reduces the risk of looking back one day with regret that one didn't maximize their most limited rescources...time.
Perspective on potential pitfalls that can only come from experience helping 100's of individuals and families successfully make their retirement dreams reality.

*Financial Representatives do not give legal or tax advice. Taxpayers should seek advice based on their particular circumstances from an independent tax advisor. Fee-Based Planners are fiduciaries with regard to the plan. CERTIFIED FINANCIAL PLANNER™ professionals act as fiduciaries when making any insurance or securities recommendations to a client per CFP® Board Code of Ethics and Standards of Conduct

Joshua T Waite, CFP^®, CLU^®, ChFC^®, CAP^®
Founder and Principal

Waite Financial Group

410 Fayette St
Peoria, IL 61602-1287

Office 309-693-0800

Contact Me

Account Access

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

Legal Notice|Online Privacy Statement|Customer Privacy Notice|Third Party Links|Disclosure

© 2021 The Northwestern Mutual Life Insurance Company. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

Joshua Travis Waite uses Waite Financial Group as a marketing name for doing business as a representative of Northwestern Mutual. Waite Financial Group is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Joshua Travis Waite is a District Agent of NM and NLTC. Investment brokerage services provided as a Registered Representative of NMIS. Investment advisory services provided as an Advisor of NMWMC. Managing Directors are not in legal partnership with each other, NM or its subsidiaries.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative.

Joshua Travis Waite is primarily licensed in IL and may be licensed in other states.

AR License: 7146109
CA License: 0F56470

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.