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295 27th Street
Oakland, CA 94612

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Financial Fitness Center, Inc

(510) 653-1914

 
The Cycle of Investing The Power of Tax-Deferred Growth The Facts About Income Tax Women and Retirement

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

 

Helpful Content

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Ascertaining the value of your business is important for a variety of reasons.

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Five strategies for managing your student debt.

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Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

 

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Six overlooked tax deductions to help manage your tax bill.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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This calculator can help you estimate how much you may need to save for retirement.

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Use this calculator to estimate your capital gains tax.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Determine your potential long-term care needs and how long your current assets might last.

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Principles that can help create a portfolio designed to pursue investment goals.

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Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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There are some key concepts to understand when investing for retirement

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February 2018 Top Five

2018 could be shaping up to be an interesting year.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

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Learn how to harness the power of compound interest for your investments.

2017 Year in Review

Take a look at this 2017 Market Recap.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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