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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!      

Experience Matters

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.

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A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.


Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

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Probate can be a completely public process, or it can be managed to include as little information as possible.

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Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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This questionnaire will help determine your tolerance for investment risk.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Managing Your Lifestyle

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

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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Around the country, attitudes about retirement are shifting.

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