How to Stucture Your Wealth in Today's Environment!
Our first priority is helping you take care of yourself and your family. Welcome, I’m Imran Jaffer, Chief Wealth Strategist, Founder and CEO of Total Wealth Solutions. Individuals and/or 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 passive 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.
Our Principal Advisor Imran Jaffer with his over 18 years of experience in financial planning and alternative investments, 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.
Most of our new business comes from referral from our existing clients. It speaks to our clients’ satisfaction. By earning our clients' trust, we have the opportunity to serve their loved ones, families and friends as well. We would love to show you the difference our unique client-centric proven process can make in achieving your personalized goals a reality. We look forward to working with you through all stages of your life, please reach out today for a Complimentary second opinion (510) 252-0135 or email.
Life Insurance Myths: Debunked
Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
A quick look at how federal income taxes work.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Currency has been around for a long time. Here’s a quick history lesson.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Without your knowing, your investment portfolio could be off-kilter.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Doing your research is key before buying a vacation home.
How does your ideal retirement differ from reality, and what can we do to better align the two?
It’s never a bad time to speak with your financial professional about changes in your situation.
When you retire, how will you treat your next chapter?
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are a few things to consider when buying or leasing your next vehicle.