FIT Planning Group

About Us

FIT Planning Group and LifeInsuranceReview.com provide comprehensive 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.

Through LifeInsuranceReview.com, we offer life insurance reviews with a conflict-free, consumer-first approach. Our team helps clients uncover hidden policy charges, evaluate internal rates of return, and ensure alignment with estate, tax, and financial goals—especially in complex Indexed Universal Life (IUL) and legacy planning and Annuity cases. Our mission is to bring clarity, transparency, and expert guidance to every client we serve.