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
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Use this calculator to estimate your capital gains tax.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, covering how bond laddering works.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A bucket plan can help you be better prepared for a comfortable retirement.
A special needs trust helps care for a special needs child when you’re gone.
How will you weather the ups and downs of the business cycle?