How to Structure Your Wealth in Today’s Environment
Welcome, I’m Imran Jaffer, Chief Wealth Strategist, Founder and CEO of Total Wealth Solutions. Individuals/Families face unique challenges as they prepare for financial freedom. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is income for retirement, college savings, tax saving or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. We believe everyone has the right to enjoy financial freedom. We help our clients achieve that by offering long-term investment strategies managed by skilled advisors, tailored to individual needs. We help provide peace of mind, stability and opportunity for growth. Your family's future is our concern!
Principal Advisor Imran Jaffer with his over 15 years of experience in financial planning, supported by an experienced team of professionals in financial services can help you address all of your financial challenges by using a Total Wealth Management approach. Each area of finance is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. We look forward to working with you through all stages of your life, please call today for a Complimentary second opinion (510) 252-0135 or email.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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This worksheet can help you estimate the costs of a four-year college program.
It may help your business be better prepared in the event of the death of a principal or key employee.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Even low inflation rates can pose a threat to investment returns.
Understanding the cycle of investing may help you avoid easy pitfalls.
Women must be ready to spend, on average, more years in retirement than men.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.