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
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Five strategies for managing your student debt.
Five phases to changing unhealthy behaviors.
When considering life insurance, it's important to understand your options.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Even low inflation rates can pose a threat to investment returns.
What is your plan for health care during retirement?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How do the markets usually react to elections? Was the 2016 election any different?