InsuranceAttorneys & Legal ServicesBookkeeping & Tax PreparationBusiness ConsultantsCertified Public AccountantFinancial AdvisorsFinancial ServicesInvestment Group
Hours:
9AM to 7PM Mon - Friday
10AM to 2pm 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.
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.