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!
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.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
How to help determine life insurance needs to provide for your family after you pass away.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
There are common mistakes you can avoid when saving for retirement.
Healthy habits are one of the greatest gifts to give your child.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
How will you weather the ups and downs of the business cycle?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here is a quick history of the Federal Reserve and an overview of what it does.