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
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Simple steps may help you foil hackers and protect your privacy.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Is your estate in order? This short quiz may help you assess your overall strategy.
These food myths will really put a drain on your wallet.
A few strategies that may help you prepare for the cost of higher education.
Building wealth requires protection from the forces of wealth destruction.
Here are some simple and inexpensive energy-saving tips that may help you save money.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn how to harness the power of compound interest for your investments.
Are Real Estate Investment Trusts right for your portfolio?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.