


FIT Planning Group
Categories
InsuranceAttorneys & Legal ServicesBookkeeping & Tax PreparationBusiness ConsultantsCertified Public AccountantFinancial AdvisorsFinancial ServicesInvestment Group
Hours:
9:00 AM to 7:00 PM Monday - Friday
10:00 AM to 2:00 PM Saturday
Closed Sunday
Driving Directions:
Directly on Orangethorpe at the 57 freeway, our office sits across from the colorful spiral Placentia art sculpture and The Bruery in a large financial building within the residential neighborhood.
About Us
FIT Planning Group, established as a brick-and-mortar firm in Placentia since 2016, provides comprehensive, non-fee-based financial planning, insurance strategies, and retirement solutions for individuals, families, and business owners. With over 18 years of experience, we specialize in tax-free retirement income, wealth transfer, business succession planning, and key employee retention strategies. For business owners, retiring doesn’t have to mean selling or liquidating your company. We create tax-advantaged strategies that allow you to step away with confidence, enjoy the income you need, and ensure your business continues to grow for the future.
At LifeInsuranceReview.com, we provide conflict-free, life insurance policy reviews and business consulting. Most people have been sold a policy rather than truly understanding and choosing the right one, which is why our service exists. We partner with CPAs, attorneys, real estate professionals, and financial advisors, offering back-office expertise to help them better serve and retain their clients. With our unique Life & Disability Analyst license and deep knowledge, we uncover hidden policy charges, evaluate returns, and ensure alignment with estate, tax, and financial goals—especially in complex Cash Value life insurance policies (IUL & Whole Life), annuity, and legacy planning cases. Our mission is simple: deliver clarity, transparency, and consumer-first guidance.
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Rep/Contact Info
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Andrew Knox
Managing Partner - Senior Advisor
- Phone: (909) 559-8990
- Send an Email
- 550 W. Orangethorpe Ave Placentia CA 92870