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Caterpillar Inc. Leaders & Executives

OUR EXPERTISE

For over 20 years, Waite Financial Group has been serving Caterpillar professionals and their families all over the world. We understand and appreciate the demands of leading at a high level while seeking balance in life, and we know it takes a special individual to achieve significant professional success yet have the humility to ask for help.

Our clients appreciate our deep knowledge of Caterpillar's compensation and benefits offerings, often commenting on how we understand their benefits better than they do. Our teaching approach helps make complex strategies simple and leads to greater clarity quickly. We understand what it means to be part of the Caterpillar culture, partially because several of our team members were part of Caterpillar at one point in their careers.

We take great pride in helping Caterpillar Inc. leaders and executives gain financial peace of mind so they can focus their attention on the people and causes they love.

AT WAITE FINANCIAL GROUP, WE…

Make complex financial strategies easy to understand.

Integrate tax efficient strategy, wealth accumulation, and risk management into a comprehensive financial plan.

Help you maximize your benefit programs, to ensure you do not leave free money on the table.

Provide a seamless experience, leveraging technology to stay connected while our clients’ careers take them all over the globe.

OUR CUSTOMIZED SERVICE MODEL

Q1

Investment Review

30-minute session to proactively plan for allocating bonus compensation and review prior year account performance.

Q2

Equity Deep Dive

30-minute session to review and evaluate investment options to develop a proactive plan to allocate resources. 

Q3

Financial Plan Review

60-minute session to review your comprehensive financial plan and develop/execute strategies.

Q4

Consultation

30-minute session to forecast future compensation, and tax implications.