Professional

 Josh began his career as a college intern in 2002 while studying finance at Bradley University. His journey to being both the Founder of Waite Financial Group and the Managing Director of the Northwestern Mutual-Greater Peoria office has given him a passion for helping those he leads become all God has called them to be. Additionally, Josh is the author of two books and a national speaker.

His passion for learning has lead to him earning the following designations:

  • CFP® CERTIFIED FINANCIAL PLANNER™ professional
  • CLU® Chartered Life Underwriter
  • ChFC® Chartered Financial Consultant
  • CAP® Chartered Adviosory in Philanthropy

Waite Financial Group has a passion for helping everyone we serve achieve true financial peace of mind, secure their legacy, and live their best live 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 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 with regular stress tests to keep you on track for retirement and keep your investments in line with both your values and 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 patented coverage that protects your unique set of skills and knowledge. To learn more visit: Disability Income Insurance Knowledge Center.

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 "paycheck" in retirement.
  • Create awareness of future financial potential that reduces the risk of looking back one day with regret that one didn't maximize their most limited resources...time.
  • Perspective on potential pitfalls that can only come from experience helping 100's of individuals and families successfully make their retirement dreams reality.

 

 

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


Waite Financial Group

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck