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Fit Planning Group, Inc: Your Personal CFO for Informed Financial Decisions
Fit Planning Group, Inc is an independent financial services firm that takes a TEAM and holistic approach to serving its clients. With a diverse team of professionals, Fit Planning Group serves as your personal CFO to help you make informed financial decisions that are in your best interest.
At Fit Planning Group, the client always comes first. The company's mission is to provide personalized financial planning and investment management services that align with each client's unique goals and objectives. Whether you're planning for retirement, saving for college tuition or looking to grow your wealth, Fit Planning Group has the expertise and experience necessary to help you achieve your financial goals.
The company's team of professionals includes certified financial planners (CFPs), investment advisors (IAs), tax specialists and estate planning attorneys who work together seamlessly to provide comprehensive wealth management solutions. By taking a holistic approach to financial planning, Fit Planning Group ensures that all aspects of a client's finances are considered when developing customized strategies.
One of the key benefits of working with Fit Planning Group is their commitment to transparency. The company operates on a fee-only basis which means they do not receive commissions or kickbacks from any investments they recommend. This ensures that their advice is always unbiased and in the best interest of their clients.
Another advantage of working with Fit Planning Group is their focus on education. They believe that informed clients make better decisions which ultimately leads to better outcomes. As such, they take the time to educate their clients about various investment options so they can make informed decisions about how best to grow their wealth.
Fit Planning Group offers a wide range of services including retirement planning, investment management, tax planning and preparation, estate planning and insurance analysis among others. Their comprehensive approach ensures that all aspects of a client's finances are considered when developing customized strategies.
In addition to providing personalized service tailored specifically for each individual client’s needs; at Fit Planning Group, they also offer a range of online tools and resources to help clients stay informed about their finances. These include financial calculators, educational videos and articles, as well as access to their client portal where clients can view their account information in real-time.
Overall, Fit Planning Group is an independent financial services firm that takes a TEAM and holistic approach to serving its clients. With a diverse team of professionals who are committed to transparency and education; they provide personalized financial planning and investment management services that align with each client's unique goals and objectives. If you're looking for a personal CFO who will put your interests first, look no further than Fit Planning Group.
fitpgroup.com
