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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

 

Helpful Content

The Financial Literacy Crisis

The Financial Literacy Crisis

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Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

 

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

The Financial Literacy Crisis

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Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Saving for Retirement

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

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

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, covering how bond laddering works.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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