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.
How Income Taxes Work
A quick look at how federal income taxes work.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
This article may help you maximize the benefits of your donation for your chosen charity.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
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
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
With alternative investments, it’s critical to sort through the complexity.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.