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?
Work towards gaining clarity, direction & confidence.
Comprehensive Retirement Planning Management with Asset & Income Optimization
Learn how you can potentially mitigate retirement uncertainty
by de-risking your retirement with market correction* and tax protection.
Take action NOW to prepare & protect YOUR retirement!
Who we are
About Us
The Hidden Wealth Team of Wealth Architects educate Baby Boomers, retirees and business owners through a unique holistic and comprehensive planning process called – The Hidden Wealth Solution.
The Hidden Wealth Solution has been helping Baby Boomers, retirees, and business owners in three key focus areas: tax elimination, income maximization and legacy optimization.
Our holistic planning process includes a written retirement and wealth optimization strategy, developed by a team of CPAs, CFPs, CFAs, and insurance experts with advanced tax-free insurance planning, as well as Certified Mortgage Planning designations, and real estate licenses.
For over two decades, The Hidden Wealth Solution team has been dedicated to helping people accomplish peace of mind planning as they prepare for and through retirement.
Learn how our clients have direction, confidence and capability to make more, keep more and to pass more!
Imagine, a Personal Wealth CFO team who enables you to discover and uncover your hidden wealth with ongoing wealth optimization.
What we do
Our Solutions
You worked hard for your money; let us teach you how we work even harder to protect it.
RETIREMENT INCOME PROTECTION
Have a savings solution and aim to protect your retirement from taxes, market losses and inflation.
TAX “SAVINGS” PLANNING
Learn how you can potentially S.T.O.P unnecessary taxes on your retirement and prevent your IRAs from becoming IOUs to the IRS.
TAX-FREE LIFETIME INCOME
Learn how you can strategize towards freeing your retirement from taxes and potentially enjoy higher spendable retirement income.
STOCK MARKET PROTECTION PLANNING
Learn how to potentially 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 work towards leaving a legacy that’s important to you and protects those that matter most.
SOCIAL SECURITY MAXIMIZATION
Learn strategies designed to help maximize Social Security, prevent or reduce tax to your benefits and potentially avoid Medicare part B and D penalties.
Learn How To Save On Taxes!
Learn how you can potentially (S.T.O.P.) unnecessary taxes on your retirement and keep your IRAs from becoming IOUs to the IRS!
Receive a best case scenario regarding the tax risk road your traveling. In under 30 seconds, see the tax liability exposure you are facing.
Saving
Tax
optimization
plan
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.
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
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 educational webinar addresses protection from taxes, inflation, market risk and the upcoming election.
Those who attend this to the point educational event will receive a complimentary digital copy of our 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.
How to Turn Tariffs Into Tax Savings!
Please Click the Video to Watch This Important, Short Message In this week’s Hidden Wealth...
Tariffs, Taxes & Markets Tanking
Please Click the Video to Watch This Important, Short Message In this week’s Hidden Wealth...
The Wildest Week on Wall Street!
Please Click the Video to Watch This Important, Short Message In this week’s Hidden Wealth...
How to Avoid Big Inherited IRA Mistakes
Please Click the Video to Watch This Important, Short Message In this week’s Hidden Wealth...
The Sneaky Tax That Bruises Americans
Please Click the Video to Watch This Important, Short Message In this week’s Hidden Wealth...
New Record Deficit!
Please Click the Video to Watch This Important, Short Message In this week’s Hidden Wealth...
Secure your seat & potentially your retirement today!
Save a seat in Chuck Oliver’s educational wealth protection webinar where you can learn how to potentially optimize your assets and work towards creating a tax-advantaged lifetime retirement income along with a tax-free legacy.