Chuck Oliver reviews retirement and tax strategies with retirees, those who are about to retire, pre-retirees and their families, to address their financial uncertainties. Primarily, he addresses their concerns regarding the effect of taxes, market risk, and the possibility of out-living their income.
Chuck and his Wealth Architect team educate Baby Boomers and retirees through a unique, holistic and comprehensive planning process called – The Hidden Wealth Solution – educating boomers and retirees in how to optimize their assets and maximize their income. The Hidden Wealth Solution provides Baby Boomers and retirees with direction, confidence and capability to make more, keep more and to pass more!
Chuck is a member of Top of the Table, an organization recognizing the top half of one percent of insurance and financial professionals worldwide.
He has been a guest on financial radio talk shows, a contributor to financial publications as well as a guest speaker at advanced financial planning events across the country.
He has also personally mentored and coached hundreds of financial professionals, CPA’s and Tax Attorneys across the country.