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
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
How to help determine life insurance needs to provide for your family after you pass away.
An inside look at how marginal income tax brackets work.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Do you know these three personal finance sayings?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A special needs trust helps care for a special needs child when you’re gone.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here is a quick history of the Federal Reserve and an overview of what it does.