How We Help Our Clients
Financial Education for Retirement Years
Learn how your physical fitness is connected to your financial fitness!
Supplemental Retirement Income
With strong cash value accumulation potential, FinFit Life's products and services are a great choice for supplemental retirement income. PLUS the cash value can be accessed by way of tax-favored loans and withdrawals.
Live a longer, healthier life
We want to help you live a longer, healthier life. It’s why we partnered with John Hancock Vitality, a new kind of life insurance that protects your financial future while offering significant savings and rewards for living healthy.
Legacy Protection from the unexpected
Long-Term Care and Critical Illness Benefits offer added “living benefit” protection from the unexpected.
Protect you and your family’s financial security
With proper planning, your loved ones' financial security will be protected on an income- and estate-tax favored basis and you will leave a strong financial legacy.
Financial Fitness Workshop
Join Cristi Vale and William O'Connor for a Financial Fitness Seminar!
Learn about:
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How staying healthy can directly affect your retirement income
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Enhanced Tax-sheltered Opportunities
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Unique Gifting Strategies
Dedicated Financial Fitness Adviser
Cristi Vale
Financial Fitness Adviser
P: 813-453-8552
Email | Website

Expert Guest Speaker
William P. O'Connor, CEBS
Senior Financial Fitness Adviser
P: 502-807-4048
Email | LinkedIn
