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295 27th Street
Oakland, CA 94612

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Financial Fitness Center, Inc

(510) 653-1914

 
The Cycle of Investing The Power of Tax-Deferred Growth The Facts About Income Tax Women and Retirement

Integrated Tax and Financial Services

Financial Fitness Center, Inc. is an independent tax and financial services firm. Our team is uniquely qualified to help you address all elements of your financial health in order to build and preserve assets while minimizing taxes. For over 25 years, we have been serving individuals, families, small business and real estate owners, and, in particular, women, in the San Francisco Bay Area.

We focus on providing integrated strategies as we attend to your tax & financial needs. Our goal is to have a positive impact on your life by helping you navigate the complexities of tax and financial planning with strategies that support your financial well-being.

Our team of tax, financial, insurance and real estate advisors serve as valuable resources for your unique situation—all in one place.



*Investment services are offered by Lois A. Leynse, Anne C. Lowry, Jennifer James and Jennifer Stewart-Smith through their affiliation with HD Vest Investment Services SM and Financial Planning services are offered by Lois A. Leynse and Jennifer James through their affiliation with  HD Vest Advisory ServicesSM

 

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Social Security: Five Facts You Need to Know

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Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

 

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Insurance Needs Assessment: For Empty Nesters and Retirees

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How Income Taxes Work

A quick look at how federal income taxes work.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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This calculator can help you estimate how much you may need to save for retirement.

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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How federal estate taxes work, plus estate management documents and tactics.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

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It’s never a bad time to speak with your financial advisor about changes in your situation.

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As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

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