Waite Financial Group

Waite Financial Group Gain clarity, confidence, and financial peace of mind; freeing you to live life intentionally™.

From meetings and events to a beautiful fall evening together, it’s been a busy and memorable week at WFG! A special tha...
10/10/2026

From meetings and events to a beautiful fall evening together, it’s been a busy and memorable week at WFG! A special thank-you to Josh and Nikki for graciously opening their home for a wonderful team dinner!
🍁🍂🍃


Josh Waite Nikki Waite Shawn Mazander Logan Pflederer Tyler McDonald Connor McDonald Cameron Litwiller Zach RoatMichael DeWalt Elianna LudwigMelissa Malson Alex Montgomery

      Melissa Malson Josh Waite
10/09/2026

Melissa Malson Josh Waite

WFG educational webinars are back!  This month our team will host an educational webinar for all Caterpillar leaders and...
10/09/2026

WFG educational webinars are back!

This month our team will host an educational webinar for all Caterpillar leaders and executives eligible for the Supplemental Deferred Compensation Plan (SDCP). Tax strategy, a case study, and planning opportunities will be discussed. We hope to see you there and don’t want you to one day say, “I wish I had known!”

Register by scanning the QR code or register here: https://events.nm.com/dLArYB

Please share with those in your Caterpillar network.


Josh Waite

"When I lost my father in college, I realized early on that TIME is far more valuable than money." - Joshua Waite Our te...
10/08/2026

"When I lost my father in college, I realized early on that TIME is far more valuable than money." - Joshua Waite Our team was built on the conviction that deeper purpose must drive every financial decision. We don't just manage wealth; we help you live your legacy now.
Josh Waite

A full week calls for a full house! With several of our remote teammates in town and a busy week of events ahead, it’s g...
10/06/2026

A full week calls for a full house! With several of our remote teammates in town and a busy week of events ahead, it’s great to have the whole crew together. Bow ties on—we’re ready for the week! 🎀



Josh Waite Zach Roat Michael DeWalt Elianna Ludwig Logan Pflederer Connor McDonald Tyler McDonald

Money is simply a tool; TIME is our most precious resource. At Waite Financial Group, we believe financial planning isn'...
10/06/2026

Money is simply a tool; TIME is our most precious resource. At Waite Financial Group, we believe financial planning isn't just about accumulating wealth – it's about giving you greater freedom over your TIME so you can spend it doing what matters most.


Josh Waite

From the desk of our Founder & CEO, Josh Waite:Have you ever wondered why many of us stop dreaming – why we have given u...
10/04/2026

From the desk of our Founder & CEO, Josh Waite:

Have you ever wondered why many of us stop dreaming – why we have given up pursuing what’s possible for our lives? What happened?

The contrast is stark when compared to our childhood selves. As children, our imaginations ran wild, dreaming about life’s possibilities – what we would be when we grow up; what special experiences we would have; or what amazing places we would see? Again, what happened? Why, somewhere along the way, did we give up our childlike wonder? In Zig Ziglar’s 1974 book, See you at the Top, Ziglar tells the following parable that provides insight.

If you put some fleas inside a jar and close the lid, they immediately start jumping, trying to escape. After hitting the lid repeatedly, the fleas eventually realize that they cannot escape and stop trying. They still jump, just not as high. If you then remove the lid, the fleas keep jumping, but not high enough to escape the jar. They don’t even notice the lid is no longer in place.

While an interesting phenomenon, when considering this truth in our own lives, I find it sad. How many of us have hit a lid along life’s journey and therefore, stopped jumping (dreaming) for what’s possible?

Mark Batterson, in his book, Chase the Lion, states, “Imagination is God’s gift to you. A dream is your gift back to God. We start dying the day we stop dreaming. And ironically, we start living the day we discover a dream worth dying for.”

Are you ‘dying’ or ‘living’? I hope your answer is the latter.

That said, if you find yourself lacking in this area, the best discipline I have found to counteract this tendency comes from Matthew Kelly’s 2007 book, Dream Manager. In it, Kelly shares the concept of writing out a ’Dream List’ – a list of 100 dreams you desire to see, do, accomplish, achieve, or experience in your lifetime. If you are thinking 100 seems like a lot – it is! That’s the point. It is a number so big that it pushes you to think more creatively, to use the imagination God gave you, and dream of things that might seem far-fetched and uncomfortable. And, in my experience, your ‘Dream List” will push you outside the invisible jar your subconscious has created.

In a couple weeks, the Waite Financial Group team will sit around the conference table for our annual dream sharing time. After each person has reviewed and updated their dream list, we will come together to share the new dreams God has placed on our hearts and celebrate the dreams accomplished this past year.


As my friend, Shay Foulk, once said,“Dreams inspire dreams.” Therefore, I look forward to being further inspired, and personally, I will share the dreams I accomplished this past year.

* Visited Costa Rica (another continent checked off towards visiting all seven).
* Helped our good friends be able to take a trip of a lifetime.
* Took the WFG team to a Cubs vs. Cardinals game (saw Joshua Baez hit three home runs in his first three Major League at bats!).
* Launch the Live Life Intentionally podcast (coming to your favorite podcast platform real soon!).
intentional living call to action:
Set aside time this week to write your list of 100 dreams.

If you would like to join those who receive these messages weekly, please email [email protected] to sign up.
Live Life Intentionally
Josh

     Josh Waite
10/02/2026


Josh Waite

10/01/2026

Thank you to all of the Waite Financial Group clients and donors!

Together, we raised $134,207 for our 2026 Inspiring Generosity charity partner, Lifesong For Orphans. Sponsoring one child is $34 a month, and your donations will support over 320 children for a year.

Executive Director Andy Lehman expressed his gratitude for your generosity, which provides Christ-centered adoption support, safe homes, builds leaders through education, and provides job opportunities for vulnerable families to positively impact the kingdom.

To learn more about Inspiring Generosity® and Waite Financial Group, please visit www.waitefinancialgrp.com
Josh Waite

Address

410 Fayette Street
Peoria, IL
61602

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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