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.
Do You Owe The AMT?
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.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Purchasing homeowners insurance is critical for protecting your home.
When to start? Should I continue to work? How can I maximize my benefit?
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The uncertainties we face in retirement can erode our sense of confidence.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Here’s a guide to explain all the parts of Medicare.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
That big list of dreams and goals isn't the only way to look at your bucket list.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.