welcome to the hidden wealth solution

HELPING BABY BOOMERS & RETIREES THRIVE IN RETIREMENT

Build Your Retirement Roadmap • Optimize Your Income & Assets • Secure Your Financial Legacy

Retirement Doesn’t Have To Be Confusing…

With all of life’s joys come financial challenges that can be overwhelming at times.

  • ZHow can I lower my risk and increase my returns?
  • ZHow can I organize and simplify my financial life?
  • ZHow can I maximize the top tax savings strategies?
  • ZHow do I maximize Social Security benefits?
  • ZWhat are the most cost effective ways to obtain long-term care?
  • ZHow soon can I secure and reach retirement?
  • ZHow can I prevent my retirement from being reduced?
  • ZWhen and how should I take my pension?
  • ZWhen and how should I help my aging parents?
  • ZHow can having my own business save taxes in retirement?

Comprehensive Retirement Planning Management for Asset & Income Optimization

Thinking about your thinking

gain DIRECTION, CLARITY, & CONFIDENCE.

Learn how you can remove retirement uncertainty by de-risking your retirement with market correction and tax protection.

Take action NOW to prepare, prevent & protect YOUR retirement!

Who we are

About us

Chuck Oliver and his Wealth Architect Team educate Baby Boomers and retirees through a unique holistic and comprehensive planning process called – The Hidden Wealth Solution – which educates Baby Boomers and retirees on how to optimize their assets and maximize their income for retirement.

For over two decades, The Hidden Wealth Solution team has helped people get their retirement accounts safe and has provided peace-of-mind for its clients. Our clients no longer lose sleep from worrying about their retirement or the fear of losing their accumulated wealth savings to taxes or the stock market.

We provide Baby Boomers and retirees with direction, confidence and capability to make more, keep more and to pass more!

Imagine, a Personal Wealth CFO who enables you to discover and uncover your hidden wealth with ongoing optimization.

What we do

Our Proven Solutions

Using a variety of specialized strategies, we build wealth creation & preservation solutions customized to each client and their own unique circumstances. You worked hard for your money; let us teach you how we work even harder to protect it.

RETIREMENT INCOME PROTECTION

Have a proven, safe-savings solution and protect your retirement from taxes, market losses and inflation.

TAX “SAVINGS” PLANNING

Learn how you can S.T.O.P. unnecessary taxes on your retirement and keep your IRAs from becoming IOUs to the IRS.

TAX-FREE LIFETIME INCOME

Learn how you can free your retirement from taxes and enjoy higher spendable retirement income.

SOCIAL SECURITY MAXIMIZATION

Cost of living increases, claiming age, marital status and work history all complicate Social Security claiming strategies. We make it easier.

“LIVING” YOUR LEGACY

You’ve worked a lifetime to accumulate your wealth. Let us help you leave a legacy that’s important to you and protects those that matter most.

STOCK MARKET PROTECTION PLANNING

Stop worrying about ever losing your retirement to the stock market with our market loss protected plans.

request your s.t.o.p. analysis!

Request Your Saving Tax Optimization Plan (S.T.O.P.) Analysis and receive our easy to read, time sensitive,  2020 Retirement & Your Taxes Guide. Learn how you can (S.T.O.P.) unnecessary taxes on your retirement and keep your IRAs from becoming IOUs to the IRS!
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FILL OUT THE FORM BELOW

To help us better connect with you please provide in the form below a specific time you can be reached Monday – Friday between 10AM – 6PM EST.

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A message from our founder

I like to compare retirement planning to climbing Mount Everest. In climbing this mountain, more people are lost coming down from the summit than on the way up the mountain. The same can be said for retirement planning. There’s a lot of diligent planning that goes into accumulating money for retirement (going up the mountain) but, there’s very little planning done on distributing that accumulated money once someone is actually retired (coming down the mountain).

I want to teach you not just how to plan for retirement, I want to teach you how to plan at retirement. In other words, don’t just get to retirement, get through retirement. With the threat of astronomic tax rates, trade wars, volatile stock markets and rising interest rates, the time to learn is now!”

Charles Oliver

Founder, The Hidden Wealth Solution

Hidden Wealth Radio

Each weekend, tune into Chuck’s broadcast on Hidden Wealth Radio.

Chuck discusses up to date information that provides direction and key strategic insights to help Baby Boomers and retirees thrive in retirement.

Find a station or browse through our archives and learn how to discover and uncover your Hidden Wealth in the areas of tax savings optimization as well as retirement income & asset maximization!

Webinars & Events

Our new educational webinar addresses protection from the coronavirus (COVID-19) market, the impact of the economic stimulus and the upcoming election. These already are or will be, making the economy unstable.

Those who attend this event will receive a digital copy of Chuck Oliver’s latest book, The Baby Boomer Retirement Breakthrough-The Unfair Advantage to a Safe and Secure Retirement.

Video Center

Our retirement video library contains a collection of quick and easy-to-understand tutorials that educate you on key strategies for wealth creation and preservation.

It’s never too late to learn how to optimize retirement income and assets!

educational retirement books

Books written by Chuck Oliver on building a retirement roadmap, maximizing your income and assets with tax-free benefits and planning ahead to ensure a financially secure retirement.

  • Saving Tax Optimization Plan = S.T.O.P Over-Paying Taxes
  • Personal Protected Pension Plan
  • The Business Owner Protected Pension Plan
  • Game Changers
  • Power Principles for Success
  • The Baby Boomer Retirement Breakthrough
  • What to Do at 62
  • My Debt Into Wealth

LEARN YOUR CURRENT RETIREMENT SAVINGS LEVEL OF RISK AND ACTUAL RETURN WITH RISKALYZE

Discover and define your Investor Risk Tolerance and take the guesswork out of your financial future while taking less risk and earning more return.

resources 

Hidden Wealth Blog

Investing in your retirement through learning has proven a lifetime of positive results. We encourage Baby Boomers and Retirees to increase their knowledge in the areas of retirement and taxes.

Read through our blog and discover insights on how to protect and grow your retirement.

Our clients

Testimonials

My only regret is that I didn’t hear about The Hidden Wealth Solution years ago. It is the most incredible vehicle for generating retirement income I have ever seen. The plan has doubled the amount of cash flow I originally had before getting into the program. I have placed my daughter in the program and talked friends into doing the same!

David T.

Retired Principle

Chuck Oliver and his team at The Hidden Wealth Solutions have been invaluable in changing my financial situation for the best this year. They have gone above and beyond my expectations and best of all they have put my mind at ease about the future.

Barbara R.

Enfield, CT

Chuck, Devin and the entire supporting team at “The Hidden Wealth Solution” are truly competent and inspire trust that is so rare in the financial services industry.

Celia D.

Orlando, FL

If you have funds from IRA’s, retirement funds, savings, etc. You really need to try to get on Chuck’s list. I know they are selective in who they take – hopefully you will qualify- they are great people to work with and my returns have been much better than I expected!

Mike E.

Lake Mary, FL

SECURE YOUR SEAT & YOUR RETIREMENT TODAY!

Save a seat in Chuck Oliver’s educational wealth protection webinar where you can learn how to optimize your assets and create a tax-advantaged lifetime retirement income along with a tax-free legacy.

We Serve Baby Boomers & Retirees All Over The United States.

 

 

Subscribe now to our weekly insights on how to have market correction & tax protection for your retirement delivered directly to your inbox!

 

We have an efficient supported process to meet online as we have been doing for over 20 years. Our online meetings are private with restricted access and confidentiality. We never share our meeting link with anyone who’s not a part of the meeting.

 

Thank you for subscribing to The Hidden Wealth Solution! Check your inbox weekly for wealth creation & preservation strategies from Chuck Oliver.