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 educate clients on how to 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 transfer their wealth, tax-free, to future generations.

Gain the confidence you need to live more and leave 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

Our proven wealth creation and preservation system has been developed by Chuck Oliver, a two-time best-selling author who is recognized as one of the top half of 1% of financial professionals in the world.

Learn how you can remove retirement uncertainty by de-risking your retirement with recession protection, market correction and tax reduction.

Click on each step to learn more


Step 1

Your Hidden Wealth Personal Discovery Interview

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

Step 2

Your Hidden Wealth Retirement Formula

We design 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 to identify and help you discover & uncover all of your hidden wealth

Step 4

Your Hidden Wealth Annual Optimization Review

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

Our Proven Solutions

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


Have a proven safe savings solution and protect your retirement from taxes, market losses and inflation.


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


Learn how you can free your retirement from taxes and enjoy higher spendable retirement income.


Learn how to 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 leave 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 how to maximize Social Security, prevent or reduce tax to your benefits and how to 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 will learn how to optimize your assets, create tax-advantaged lifetime retirement income and plan a tax-free legacy.