FIT Planning Group

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.