FIT Planning Group
550 West Orangethorpe Avenue Placentia, CA 92870
888-912-7526
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- Fax: 714-274-7121
- TollFree: 888-912-7526
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Additional Links
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website https://www.fitpgroup.com/
Hours of Operation
- M-F 9am-5pm
- Sa-Su Closed
- (Sat-Sun: By Appointment)
Services
- Asset Management
- Educational Workshops
- Legacy Planning
- Insurance Plan Design
- Retirement & Income Planning
- Fiduciary Services
- Review & Audits
- Tax Strategies
About FIT Planning Group
Our Shared Vision
Be the best honest choice for those seeking competent and independent financial professionals.
...Mission
Empower and work actively with our clients to make sure their financial goals and values are in alignment and are ultimately achieved.
...Values
We are driven by our stewardship to put clients first, treat everyone with respect, be caring, embrace diversity, family, and faith, and strive for excellence in everything we do.
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Phone: 888-912-7526 https://www.fitpgroup.com/
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