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?
GAIN Clarity, DIRECTION & Confidence.
Comprehensive Retirement Planning Management with Asset & Income Optimization
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.
The Hidden Wealth Solution has been in business for 25 years helping Baby Boomers and retirees in three key focus areas: asset optimization, income maximization and tax elimination.
We are recognized in the financial planning and insurance industry as being in the top 1% of Wealth Strategists worldwide. Our firm and partners carry an extensive list of licenses in comprehensive retirement planning.
These licenses consist of a tax savings practice specialty led by CPAs with Certified Tax Master designations.
As a fiduciary, our team carries licenses in securities with institutional money management led by our Chief Investment Advisor who was named Economist of the Year in 2008. Our institutional portfolio team is comprised of Chartered Financial Analysts (CFAs), Certified Financial Planners (CFPs) and Ph.Ds.
Our team also consists of licensed insurance experts with advanced tax-free insurance planning as well as Certified Mortgage Planning designations, state lending licenses, real estate licenses and a direct member with one of the top private equity firms internationally.
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.
Gain the 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.
We help baby boomers and retirees see retirement differently!
What about my CPA, Attorney & Advisor?
You can’t get a 2nd opinion from the person that gave you the first one, they already gave you their first best opinion.
What we do
Our Proven Solutions
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.
STOCK MARKET PROTECTION PLANNING
Learn how to reduce risk, increase returns, cut costs or even eliminate loss exposure with proven institutional and proprietary programs.
“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.
SOCIAL SECURITY MAXIMIZATION
Cost of living increases, claiming age, marital status and work history all complicate Social Security claiming strategies. Learn how to maximize Social Security, prevent or reduce tax to your benefits and how to avoid Medicare part B and D penalties.
request your s.t.o.p. analysis!
Learn how you can (S.T.O.P.) unnecessary taxes on your retirement and keep your IRAs from becoming IOUs to the IRS!
Request Your Saving Tax Optimization Plan (S.T.O.P.) Analysis & receive our easy to read, time sensitive,
2021 Retirement & Your Taxes Guide.
Saving
Tax
optimization
plan
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!”
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.
Avoid the Coming Stealth Taxes
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Prevent The Fed from Ruining Your Retirement!
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Secure Your Retirement from Taxes!
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Don’t Be Blindsided by Bidenomics!
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Get Six Figure Tax Savings!
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Do You Have Protection from Crashes and Taxes?
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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.