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.