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
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Bonds may outperform stocks one year only to have stocks rebound the next.
Gaining a better understanding of municipal bonds makes more sense than ever.
It's important to make sure your retirement strategy anticipates health-care expenses.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Can you keep up with your children’s mobile slang?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Women must be ready to spend, on average, more years in retirement than men.
All about how missing the best market days (or the worst!) might affect your portfolio.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Take a look at this 2017 Market Recap.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The average retirement lasts for 18 years. Are you prepared to fill that many days?