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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Here's a breakdown of how the federal government spends your tax money.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There’s an alarming difference between perception and reality for current and future retirees.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Smart investors take the time to separate emotion from fact.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.