Purpose | Mission | Value

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

Waite Financial Group 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.

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.

Financial Representatives do not render tax advice.  Consult with a tax professional for tax advice that is specific to your situation.