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Living Financially Fit for Life

With a solid plan and the right mindset, you can enjoy a financially fit and balanced life, free from money stress.

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Why Choose FinanciallyFit~8

Our Distinguishing Qualities!!

At Financially Fit 8, we believe in providing comprehensive solutions that allow our clients to take control of their financial future by exercising the benefits of Life Insurance & Annuities.

We focus on developing tailored plans for generating tax-free supplemental retirement income and planning for future college expenses, and more to help people achieve long-term financial independence. Just as physical fitness requires a commitment to eating well and exercising regularly, financial fitness demands consistent actions in key areas of personal finance.

Our approach follows a simple yet powerful four-step process:

1. **Financial Literacy** – We begin by educating you about financial concepts, tools, and strategies to empower you in making informed decisions.  
2. **Money Assessment** – Next, we perform a thorough analysis of your financial situation to identify opportunities and areas for improvement.

3. **Strategic Planning** – We collaborate to create a customized financial plan designed to maximize your resources and help you achieve your financial goals.

4. **Commitment** – Finally, we guide you in sticking to the plan, ensuring you're on the path toward financial success and independence.

"healthy money ~ healthy life"

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Our Services

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1

Life Insurance

Life insurance is a valuable tool for protecting what matters most to you. Is your goal to build cash, leave a legacy, or access funds in times of need? Let's explore how it can best serve your needs.

2

Financial Assessment

Let's dive deep into a comprehensive analysis of your financial situation! Together, we'll uncover amazing opportunities and pinpoint areas for improvement that can elevate your financial health to new heights!

3

Boost Your Income

If you're looking for ways to boost your income while enjoying the flexibility of setting your own schedule, I love to help. Ask me How can I assist you in bringing in more income?

Contact

330 Franklin St., Suite #250

Oakland, CA 94607

415-651-7078

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