FIT Planning Group

FIT Planning Group

Categories

InsuranceAttorneys & Legal ServicesBookkeeping & Tax PreparationBusiness ConsultantsCertified Public AccountantFinancial AdvisorsFinancial ServicesInvestment 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 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.

Images

Our home is your home.
Building relationships in the community
Helping business owners take care of their employees
We own the building. Come say hi :)
Opening day 2016!
We teach and educate
Insurance wholesalers teaching us what's new in the industry
Client prep
Two of my favorite clients. Owners of - HVAC "Temp Air System"
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I used to have hair when we first started
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Rep/Contact Info

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View Personal Bio
Andrew Knox
Managing Partner - Senior Advisor