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| Who we are |
 Commission Based Fee
Based
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We are an independent Financial Planning and Investment advisory firm providing unbiased solutions and advice to our clients. Our independence allows us not to be held ‘captive’ by proprietary products and/or traditional investment strategies. As independent advisors, we sit on the same side of the table with our clients. It allows us to have access to a larger group of possible products and services, virtually any company’s products and services and thus bring the best of the world to the table for our client’s needs, one stop, online access and one consolidated statement with the best at one place. This brings confidence to our clients. Our incentive is to keep our clients’ costs low while making their assets grow. Mission Statement: Our Passion is to provide each and every client with an opportunity to enhance the quality of their life by providing the resources to gain control over their financial future and prepare them for any unforeseen able events in life by:
◊ Defining your goals
◊ Developing a plan
◊ Overcoming challenges
◊ Avoiding mistakes
Our Commitment • Only work in our client’s interest, our only priority is the financial FREEDOM of our client • Unbiased advice, Research and open architecture platform to put client’s goal first • Disclose all facts / materials and act with due care and utmost good faith • Periodic Measurement of our client’s plan against goals • Make ourselves available and responsive • Transparency of fees and cost Our Strengths Too many client-advisor relationships are based on sacrifice. . Although many small firms are committed to building lasting relationships, many such companies simply don't offer the range of financial options that are available through a large multinational corporation. We believe that we have found the proper balance. Our size allows us to provide a uniquely personal experience to all of our clients. Through our relationship with LPL Financial services , we deliver the institutional support and the practicality you expect from a large international corporation. Institutional strength through an individual focus. That is what we bring to all of our clients: • Our independence is powered by the nation’s largest independent broker/dealer LPL as reported by Financial Planning magazine 1996-2010 based on Total Revenue. Full array of Independent research team and layers of due diligence goes into the portfolio building and strategies suggested to our clients. Serving more than 11,000 independent financial advisors and over 6,000 branches. I t brings CONFIDENCE to our clients. No Proprietary Products to Push. • Being independent also allows us to have access to a larger group of possible products and services. We have access to virtually any company’s products and services and thus bring the best of the world to the table for our client’s needs, one stop, online access and one consolidated statement with the best at one place. It brings CONFIDENCE to our clients. • Our recommendation and strategies are driven by client’s goals and objectives not by how the advisor is being compensated. There is no incentive or encouragement for us to recommend a portfolio that is not best suited for our client’s goal. No Proprietary Products to Push * Visit http://lplfinancial.lpl.com/  |
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Imran Jaffer Profile |
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Independent Financial Advisor Founder and CEO of Total Wealth Solutions, LLC Businesses, non-profit organizations, individuals and retirement plans have entrusted him with their assets. Has more than 15 years of financial experience. As one of the top ranking specialist at Merrill Lynch for many years, he decided to take charge to provide cost effective and unbiased expertise to benefit his clients. Creative strategic planner on how to CREATE, PROTECT and TRANSFER Wealth. He is an alumnus from the University of California in Berkeley and holds all the FINRA required licenses through LPL Financial offered by LPL member FINRA/SIPC. Expectations: People, relationships, knowledge, honesty and integrity make the difference. I strongly believe in having a long term relationship, growing with my clients at every stage of their financial cycle. I make myself available to guide and educate them to make the right decisions. As we all know that knowledge is power and when used properly can make a big difference. Accomplishments: I am proud to say that I have earned the respect and trust of my clients by doing the right thing for them for almost last 15 years. My clients trust my advice and have been happy with the resources and customized solutions provided in times of need. My practice is grown almost exclusively through referrals from accountants, attorneys, Real estate, Medical and Technology professionals, business owners and existing clients. My greatest satisfaction comes from knowing I have helped my clients and from long term relationship we develop together. Contact us today for a NO Obligation Free Consultation! |
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