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GAINING CLARITY, CONFIDENCE, AND FINANCIAL PEACE OF MIND

LIVE LIFE INTENTIONALLY®

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OUR MISSION

Helping those we serve gain clarity, confidence, and financial peace of mind; freeing them to Live Life Intentionally®

OUR PURPOSE

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

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"WE DON'T WANT TO LEAVE A LEGACY; WE WANT TO LIVE OUR LEGACY."

-Tom & Carol Davis, WFG clients

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"A LIFE WE ARE SO THANKFUL FOR."

- Ed & Pam, The Brockway Family, WFG clients

The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

OUR SPECIALIZED KNOWLEDGE

Waite Financial Group is passionate about helping those we serve gain clarity, confidence, and financial peace of mind; freeing them to live life intentionally™. 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, those transitioning to and through retirement, and emerging professionals.

  • Proudly serving over 250 Caterpillar clients & families, including more than 100 salary grade 28+ and 25 Vice Presidents.
  • In-depth knowledge of Caterpillar Inc.'s compensation and benefit programs; including 401(k) and Roth 401(k), pensions (sunsetter and non-sunsetter), non-qualified deferred compensation (SDCP), equity grants/awards, target ownership requirements, and insurance gaps.
  • Comprehensive financial planning approach that takes into consideration a client's entire financial picture, including Caterpillar Inc.'s benefit programs.
  • While our team is primarily based near Caterpillar Inc.'s original headquarters, Peoria, IL, we leverage technology to allow for seamless integration of our clients' planning regardless of where they are located around the world.

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  • In-depth knowledge of hospital systems’ benefit offerings
  • Extensive experience in student loan repayment, refinancing, and forgiveness planning
  • Disability insurance policies that protect medical and dental professionals in their own-occupation

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  • Guiding you through accumulation, transition, and distribution phases (Up and Down the Mountain®)
  • Providing clarity on where you stand in relation to your retirement goals
  • Developing a plan for an ongoing income stream “paycheck” in retirement
  • Creating confidence in your financial capacity, awareness of potential pitfalls, and inspiring you to live your legacy

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  • Developing a plan aimed at helping you grow, protect, and enjoy your wealth
  • Helping you align your resources with your goals, dreams, and values
  • Helping you to live your best life today knowing tomorrow is well-planned for

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We're top ranked by Forbes

The Waite Financial Group team is proud to celebrate Joshua T. Waite on the 2023 Forbes Best-In-State Top Financial Security Professionals Ranking and the 2024 Best-In-State Wealth Advisors Ranking.

Forbes Best-In-State Top Financial Security Professionals 2023
Forbes Best-In-State Wealth Advisors 2024

Forbes "Best-in-State Wealth Advisors" list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023.

Forbes Best-In-State Top Financial Security Professionals Advisors" list (July 2023), research and ranking provided by SHOOK Research, llc. Based upon data as of 12/31/2022. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.