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
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Gaining a better understanding of municipal bonds makes more sense than ever.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
You’ve made investments your whole life. Work with us to help make the most of them.
How do the markets usually react to elections? Was the 2016 election any different?
Learn how to harness the power of compound interest for your investments.
When do you need a will? The answer is easy: Right Now.
It's easy to let investments accumulate like old receipts in a junk drawer.
Making the most of surprises is a great reason to work with us.