Privacy compliance restricts us from providing personal references. The below videos and written references are from clients of different ages and differing years of being a client. They have agreed to provide us with their references so that others could that understand the difference that our planning has made in their lives.
I did an interview with Chuck Oliver and his Hidden Wealth team in July of last year. We met and discussed my situation and goals. In October we started putting the plan into place. It has worked beautifully – just as Chuck and his team has predicted. I increase my net income substantially on similar investment – saved over $10,000 in fees that were being charged by the name investment companies thru “hidden fees” they don’t share with you and reduced my taxes substantially. 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!
Mick E. Orlando FL.
Chuck Oliver and his team at Hidden Wealth solutions have been invaluable in changing my financial situation for the best this year. They have spent hours and hours with me looking ahead and rearranging my investments to my benefit. We squeezed a huge tax savings into the remainder of 2019, cutting my self-employment tax in half. No question is too small and they are accessible to me at a moment’s notice. They have gone above and beyond my expectations and best of all they have put my mind at ease about the future. I sleep better thanks to Chuck and his team
Barbara R. Enfield CT.