How we work

Secure My Retirement

Please take a few minutes and review these short, to-the-point video reports to learn more now

Building Blocks to Optimize Income and Assets

Through our unique approach, we aim to educate clients on how we believe they can potentially increase their retirement income by reducing the effect of taxes, avoiding market risk, and establishing a tax-advantaged income for the rest of their lives. We also teach our clients how to potentially transfer their wealth, tax-free, to future generations.

We believe we can help you gain the confidence you need to live more!


Taxes increasing
Inflation rising
Markets riskier
Economic uncertainty


Secure from market losses
Annual inflation protected
Free from taxation
Ease of management


Taxes heading higher
Risk of market losses
Annual inflation impact
Physical health set backs
Serious longevity

The Hidden wealth solution process

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

Click on each step to learn more


Step 1

Your Hidden Wealth Personal Discovery Interview

Discover our retirement solutions that are specific to your personal wealth creation & preservation planning.

Step 2

Your Hidden Wealth Retirement Formula

We design what we believe is the optimal wealth building formula based on your personal financial profile.


Step 3

Your Customized Hidden Wealth Building Blueprint

We review your custom designed wealth building blueprint and aim to identify, discover & uncover your potential hidden wealth.

Step 4

Your Hidden Wealth Annual Optimization Review

We continue to build upon your original plan and strive to maximize and optimize retirement opportunities.

Our Solutions

Using a variety of specialized strategies, we create wealth creation & preservation solutions customized to each client and their own unique circumstances.


Have a savings solution and aim to protect your retirement from taxes, market losses and inflation.


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


Learn how you can strategize towards freeing your retirement from taxes and potentially enjoy higher spendable retirement income.


Learn how to potentially reduce risk, increase returns, cut costs or even eliminate loss exposure with proven institutional and proprietary programs.


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.


Cost of living increases, claiming age, marital status and work history all complicate Social Security claiming strategies. Learn strategies designed to help maximize Social Security, prevent or reduce tax to your benefits and potentially avoid Medicare part B and D penalties.

You worked hard for your money...

Let us teach you how we work even harder to protect it.

Let’s get to work!

Take the first step now.

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.