Welcome to Financial Fitness Center
Strategies for Tax Planning and Wealth Management
We have been serving the Bay Area for over 25 years.
The Financial Fitness Center specializes in …
Financial Consultation and Planning *
Tax Consultation and Preparation
Real Estate Services
Our mission is to design a personalized approach to pursue each individual’s financial dreams. We will listen to you, examine your needs and hopes, educate you on your choices, and advise you through the financial decisions that will make a difference in your life.
Our goal is to help individuals and families build, preserve, and manage wealth. As our client, you will be a part of a long and lasting relationship built on a foundation of trust and mutual respect.
Financial and Tax Planning Helping you see the big picture.
ANALYZE...Examine the tax and financial needs providing each client with ongoing advice and counseling to make sound financial decisions.
PLAN... Design personalized strategies for minimizing taxes and managing investments* to meet the client’s needs and goals...today, tomorrow, and the future.
INVEST*... The strategy is to tailor tax and investment products to pursue our client’s needs at every step along the way.
EVALUATE ... The evolution of your financial well-being is a continuous process with on-going adjustments.
*These services are offered by Lois Leynse, Jennifer Stewart, Jennifer James, and Anne Lowry through their affiliation with H.D. Vest Investment Services SM and through Lois’s affiliation with H.D. Vest Advisory Services SM
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