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.
Experience Matters
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.
Why Us
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.
Helpful Content
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?