The tax saving programs are eliminating my Roth conversion taxes to free my assets from higher future taxes

The Hidden Wealth Solution, in concert with Chuck Oliver and his incredibly creative team, introduced me to a Tax Savings Program opportunity. This type of instrument is typically reserved for institutional markets and rarely available to the commercial market, let alone a run of the mill investor, like me. After the team walked me through the program and helped me understand the value of this, I am now well on me way to saving $500K in taxes, and at the very same time, able to convert pre-tax investment dollars. This alone will free up assets from taxes, which will be eminently higher in the future.

I have been using the Hidden Wealth Solution for almost 2 years. The Hidden Wealth Solution has saved me money on taxes starting in 2022 and we have a plan going foreword in future tax years to do the same. When I say "saved money" my tax bill is $0. I wish now that I had discovered Hidden Wealth sooner.

I have been working with Chuck and his team for over 8 years. They have always looked out for getting the very best returns and tax benefits out of my assets and have helped me keep a solid diversification of those assets. They are always very responsive to my requests to meet, and they take the extra time to make sure I have full understanding of anything that we are working on. As I have reached my retirement, Chuck has spent a substantial amount of time tweaking our strategy to maximize asset returns and minimize my tax burden. They constantly review the variety of ever changing financial vehicles. The personal attention that I receive from Chuck and the team is outstanding! They always make me feel like I am their most important client whenever I have a need or question. I am very happy with our relationship and trust Chuck and his team to do the very best for me.

For 30 years, my wife and I contributed to a tax deferred retirement account and given the National debt and un-controlled government spending, we were highly concerned about how future tax rates would affect our savings when we began taking distributions. Our tax person and financial advisor could not answer our questions, even though we were persistent in asking about how to protect ourselves from high taxes in our retirement years. Chuck Olliver and his team not only answered our questions and put us at ease, but they also quickly initiated a personalized tax saving plan customized to our specific financial situation. Chuck has been professional, friendly, and responsive to us in a way we did not experience with our prior tax preparer and financial advisor. My wife and I continually recommend Chuck Oliver and the Hidden Wealth Solutions to our family and friends.

The Hidden Wealth Financial Group headed by Chuck Oliver, is our new financial and tax planner. This group of experts have partnered with my wife, Renata and myself, to make recommendations on both growth and tax planning to better use our IRA and Roth IRA. We have diversified our IRA into Securities, Institutional Investments and Cash reserve. We feel our money has a larger upside versus a typical Securities Portfolio, and it is protecting our Securities by simply having less exposure to the volatile market. This group have been professional and prompt to respond to any requests, yet easy to talk with. They are taking our suggestions and concerns and providing both new information and recommendations. Thank you, Kevin Insalato

I had been listening to the hidden wealth radio show with Chuck Oliver, Saturday mornings for a little over a year and was consistently pleased to hear his refreshing conservative stance. Moreover, I was very impressed with his technical acumen, his common sense, knowledge, and ability to explain complex financial techniques clearly and succinctly. With this in mind, one day, I thought to myself, if he’s that open and transparent with his financial advice on a Saturday morning radio show, what would he be like if he accepted me as a client? Frankly, I thought, this guy would never take the time to talk to someone like me, as I don’t have millions of dollars to invest. Why, I, just wouldn’t be worth his time. After almost talking myself out of contacting Chuck, I figured, well, it was at least worth the time to send an E-Mail. So, I sent a message, and I'll be *$%&#@, (damned), if I didn't receive a response from Mr. Chuck Oliver, Chuck Oliver, himself! He asked to schedule an appointment to discuss my situation We scheduled an appointment, and I remember it being very close to the closing day of the year, (2021), and O., as I remember him saying to call him, give me some very sage advice. His advice suggested I take a $125K and invest it in one of his offerings, and as a result be able to realize an approximate 60% or better tax benefit for the 2021 tax year. Honestly, it was a, very informative, eye opening, valuable, tel-conference.

I have been with Chuck Oliver and his team for 2 years and am totally happy with all the team members. They are very good at what they do and are very easy to access. Very professional and knowledgeable. Very happy that I made the decision to join The Hidden Wealth Solution Steve Westerberg

Hidden Wealth has been extremely easy to work with. Chuck Oliver and his team are by far the best at what they do. Whenever I have questions, they will get back to me quickly and normally within the day. Everyone is knowledgeable and wants to make sure you understand exactly what they are talking about. You cannot go wrong with this team. Hands down they are the best.

My wife and I have always been with a big brokerage house and although we made out all right I did not feel they took a personal interest in our account and definitely had no tax management. I had listened to Chuck Oliver's radio show several times and finally did one of his webinars. I became a believer and eventually transferred my entire portfolio over to them to manage. I have seen amazing tax savings already and feel very comfortable in the diversified portfolios they put me into that will give me higher returns and lower risk. Chuck and his entire staff have been great and are always there to quickly answer my never ending questions. Sarasota Florida

My wife and I have worked with several financial advisors, including those who make a point of saying they are fiduciaries. We've had returns reflecting the stock market, which often hasn't kept up with inflation. As a result, we were in the dark as to whether we had enough money to retire and how much income we could expect. Frankly, we heard Chuck on a podcast and at first it sounded like many other advisors. But, what caught my attention was that he focused on the tax implications of different investments. He also has relationships with capital investments firms allowing us to invest in equity and debt positions that are not available in the stock market. We now have an incredibly diverse portfolio, including some managed stock investments. His team created a year by year analysis of projected returns and income from now until we are 95. Amazingly, based on reasonable expected returns, we will have more money at 95 than we do now. Working with Chuck has given me the freedom and confidence to leave a job with a toxic environment, where I was very unhappy, and take a job I love, where I can work flexible hours and ease into retirement. Also Chuck's team is incredibly responsive, at the top of their fields of expertise, ethical, and there is no pressure or hard selling.

The team at Hidden Wealth Solutions is first rate. They have a professional approach to helping clients based on their research and subject matter expertise. They took all the time needed to educate my wife and myself about a personal financial strategy that will help us prepare for a more financially secure retirement focused on reducing our investment risk, increasing our investment returns, and minimizing the negative impact of paying higher income taxes on our retirement savings than is required. Their plan was creative and customized specifically for us and will benefit our children as well. We are grateful for their respectful manner and personal caring professionalism. We comfortably recommend them to everyone.

The Hidden Wealth Solution is exactly what the name says. The team shows you how to unlock your own hidden wealth. They have guided us through ways to invest securely, dramatically lower our tax burden, have better solutions for health insurance and use our own money to make money in ways we could never have imagined. I was not very investment savvy when we began this process - the team has done an amazing job of helping educate me through each step. We look forward to working with THWS for many years!

I have being working with Chuck and his team for several years. I now feel confident that our financial wealth and retirement planning are protected. They spent a great deal of time to educated us and address our questions (more then once for sure! :). Thanks for everything. Dr Falcao and family.

Chuck and his team have opened my eyes to some of the retirement traps out there and have guided me in putting together multiple strategies to secure my retirement plan. We are using a combination of tax free tools along with wealth building investments that really should benefit me in the coming years. The team is responsive, respectful and creative. Seem like a no brainer decision if you want to take control of your future.

My Wife and I had been looking for an advisor for a while that could help us convert our IRA's, pensions, and 401K funds with as little of an income tax hit that was legally possible using the Federal Income tax code. We are here to let those that read this message that we have. When Warren Buffett stated to the entire nation that his Federal income tax rate was less than some of his employees, we knew that within the IRS tax code, there could be something that could help us out. There is for qualified individuals. Chuck and his entire team worked up a complete and comprehensive plan under I and my Wife's assets that we have accumulated over our years of being together. We converted half of our qualified accounts last year, and the other half this year. We didn't have to pay any income taxes on the portion of qualified funds we converted to Roth IRA's last year, or with the funds we converted this year. For those of you reading this my Wife and I will tell you, you really need to give Chuck and his team a call to look into helping you too legally pay the least amount of federal income taxes on your income, and retirement accounts. We are extremely grateful we were able to and continue to work with the Chuck Oliver's team thru our retirement years. We feel the Team will take excellent care with you and your retirement assets and income streams. Merle and Mary W. From Illinois

Working with Chuck Oliver at The Hidden Wealth Solution has been such a positive, eye opening experience! To be guided on how to maximize our assets and income with strategic tax saving investments has been invaluable. I heard Chuck on the radio and am so glad we made the call to get started.

When my wife and I are retired, we had some funds in a 401K, not much. We’ve been retired for 8 years now. Due to The Hidden Wealth Solutions, and the top knotch actions of Chuck in the start. My wife and I are not living high on the hog, but we are free to do whatever we want. And the added bonus is that our social security and our investments with the Hidden Wealth Solutions, we are paying no TAXES!!! Thank you The Hidden Wealth.

We first heard about The Hidden Wealth Solution on a Saturday podcast Chuck Oliver was doing. As we have been interested in different ways to use our money without having the tax implications, we decided to investigate further. There was a process in place to see if what we were looking for and what the company offered was something to pursue further. We had several zoom calls with Chuck and his staff. We were able to get to specific needs and goals we had, and Chuck's staff took that information to put together a potential plan. Several things stood out for us which is why we decided to have them guide us moving forward. One, they listened to our needs and desires which they then used to put together a plan for us personally. Their approach is to work with individuals and meet their needs. It is not a one plan for all. Second, we had numerous phone conversations and zoom meetings with absolutely no pressure put on us to move forward until we were ready. Third, we have had questions along the way, once our plan was being put into place. Communication was easy, and they responded quickly. Fourth, there is regular communication with updates through emails. We highly recommend The Hidden Wealth Solution group. Nancy and Jon Burianek Boulder, Colorado

Everyone that I’ve worked with has been very knowledgeable and informative. They also take time with you and explain the advice being offered.

I was suspicious because the claims made on the radio show seem "too good to be true". I was wrong, they have fantastic team. They reply to my questions quickly, in an easy to understand way. They have potentially saved us tens of thousands of dollars in taxes in our future retirement. Check them out, you won't be sorry!

Great experience as client with Chuck Oliver and his team.

Listen, advise, respond

Very, very helpful and knowledgeable!!

I had been listening to the hidden wealth radio show with Chuck Oliver, Saturday mornings for a little over a year and was consistently pleased to hear his refreshing conservative stance. Moreover, I was very impressed with his technical acumen, his common sense, knowledge, and ability to explain complex financial techniques clearly and succinctly.

With this in mind, one day, I thought to myself, if he’s that open and transparent with his financial advice on a Saturday morning radio show, what would he be like if he accepted me as a client?

Frankly, I thought, this guy would never take the time to talk to someone like me, as I don’t have millions of dollars to invest. Why, I, just wouldn’t be worth his time.

After almost talking myself out of contacting Chuck, I figured, well, it was at least worth the time to send an E-Mail. So, I sent a message, and I'll be *$%&#@, (damned), if I didn't receive a response from Mr. Chuck Oliver, Chuck Oliver, himself! He asked to schedule an appointment to discuss my situation

We scheduled an appointment, and I remember it being very close to the closing day of the year, (2021), and O., as I remember him saying to call him, give me some very sage advice. His advice suggested I take a $125K and invest it in one of his offerings, and as a result be able to realize an approximate 60% or better tax benefit for the 2021 tax year. Honestly, it was a, very informative, eye opening, valuable, tel-conference.

We have had a very positive experience with “The Hidden Wealth Solution.
Our objectives were to simplify our financial picture, try to consolidate more of our financial management under one comprehensive umbrella and to have exposure to some alternative investment opportunities while reducing our tax exposure as much as possible.
Chuck and his were able to accomplish all of this. I have much better confidence with our family’s financial legacy due to the diversification we now have. The process was thorough and complete.
I would highly recommend Chuck and his entire professional team to anyone who is interested in a full review of their own financial situation and the opportunities they might present.

Hello,

This is my second very positive post to this customer review for the hidden wealth solution. Ive been with Chuck and his team for almost a year and if you are not currently a client you need to listen up!

Between the tax saving and investment options we are up close to 75K with very protected assets. The biggest one you need to contact Chuck and his team is the Oil and Gas initiatives as part of the Trump tax plan. We were able to put in 50K and we reduced our taxable income by the same amount. Yes, you have a very competitive investment that you can also reduce you taxes. My wife was even more skeptical than I was but here are the No B.S. facts.

Last Dec we put in $50K which reduced my taxable income by $50K. We worked with an independent 3rd party accounting firm that is familiar with the tax initiatives of Oil and Gas and they did our taxes for a very reasonable price. We got a tax return of over $10,000 using this initiative. Had we not investigated this with Chuck and his team we would have OWED over $3000. You may want to call Chuck and his team since just in our case the overall difference to us was over $13,000 that went in our pocket.. NOT Uncle Sam..

This 100% deduction may go away if Trump gets voted out next year..So time is not on your side.

Take a few minutes and listen to the radio show of 05 Oct 2019 around time 9:30 which is where Chuck talks about it..

It is worth you time to listen and call to find out more.. Keep up the great work my partners at the Hidden Wealth Solution

Hello,

I’ll get to the point quickly. . . My wife and I were very skeptical about these "unknown" strategies that Chuck and the Hidden Wealth folks are proposing but the proof is in the pudding. Since Dec 18 (even with the big drop in the market on Christmas eve) we are up over $60,000 between growth on products and Tax savings. The tax team they work with, Integrity tax, completed our taxes for pennies on the dollar and instead of paying this year we received a substantial return. The hardest part about "not following the crowd" is understanding that the indoctrination we received as children, to save and invest, offers no real world solution to withdrawing that money in retirement without giving Uncle Sam a huge chunk of it.

They will patiently answer your questions and get back to you quickly. Sometimes even on the weekend.

They offer numerous solutions and some may work better for you than others. I first met with them in Sept 18 but their ideas and proposals did not click for my wife and I until Dec 18 which cost us a good chunk of money since the market dropped in that time-period and we didn't have a floor of protection as we do NOW!

Do your research, watch the short videos, listen to the radio archives and meet with them.. It is well worth your time. Most "mainstream" advisors will show you decent products and you can make some good money with them until the market goes from 26,000 to 22,500 (Sept 18-Dec 18) as it did for me. Had I been in the current products we are today... We would have lost NOTHING...but we were not, so we took a hard hit that hurt.

Make a reservation for the next tues, watch the video, write down questions (like we did) and make a face to face meeting. It will open your eyes.

Ann and Chris O
St Augustine, FL

I've been investing with Chuck & Hidden Wealth Solutions for over a year. While its been a difficult year (2023) in the market, Chuck had directed me into the proper investments to protect my savings. Bring able to find e right combination of investments that results in tax savings in both 2022 & 2023 while growing my nest egg has given me security in troubled financial times.
Also, anytime I've had a question, Chuck has responded extreamely quickly (surprisingly, often after regular business hours). Chuck & his team are personable & truly care about my life, not just financially.
In response to a recent negative review while there are investment options that are on riskier side of investing, Chuck doesn't force me into any investment that I don't have 100% information to make my decision. I have turned down opportunities presented by Chuck & he has always accepted my decisions with no pressure to change my mind. Hidden Wealth Solutions provides me all the opportunities/information I could ask for... In the end, I am responsible for my investment decisions.
There's nothing more I could ask from Hidden Wealth Solutions. Let Chuck help you!
Peter Gray

I found out about The Hidden Wealth Solution purely by chance - from a radio commercial! Something told me to contact this organization, and it was the best decision I ever made. Chuck Oliver is amazing. They are on top of the current economic situation, but even more, they are always thinking outside the "box". This ability is the most valuable skill anyone can possess, especially in view of the insane economy we are all facing. Not only are they always up to date on the latest tax rulings, they are also ahead of the curve on topics most financial institutions haven't even considered. I worked in finance for almost 20 years, and I am always researching new financial topics and new approaches to investing and avoiding taxes. Every time I check in with Chuck, he is not only knowledgeable, but already developing new approaches to utilize the latest financial instruments! I stand in awe of Chuck! I was with a very well-known financial organization before I found The Hidden Wealth Solution. My previous financial firm couldn't hold a candle to The Hidden Wealth Solution. I know that whatever financial developments I face now and in the future, The Hidden Wealth Solution is absolutely the most knowledgeable and efficient place to go. In addition, they are extremely focused on customer service and on making sure the client knows and understands what approach they are recommending. The Hidden Wealth Solution is absolutely the only place you should turn to for advice and for safeguarding your investments. They are simply phenomenal; and they are the only way I can rest at night knowing they are guiding me in this morass of financial pitfalls we are currently facing.

Chuck and his team are truly a different type of investment team. Over the decades we have been with many of the major investment companies and making any real money with our IRA savings has truly been a struggle. They have taken the few things we have done right over the years and quickly turned them into much better producers of potential income.

This group has many different programs that we have never heard of before and we are very well educated and have tried to make ourselves aware of everything. I highly recommend you speak with them. Before we were wondering if we would have the money to truly enjoy retirement and now we know we probably will.

I wish we had heard of them a long time before we decided to give them a try.

I spent over three decades dealing with four different investment firms, and was never satisfied with the investment performance or customer service I received. After conducting extensive research, I decided to try The Hidden Wealth Solution Team. I finally found a legitimate professional and comprehensive financial investment firm. That's what The Hidden Wealth Solution Team is all about. They are consummate professionals and are genuinely good people... Having been retired from the military and soon to be retired from law enforcement, I can tell you it's all about character and integrity. I wholeheartedly trust every member of this team... After conducting my due diligence, I went all in and joined their client list. I am extremely satisfied with the results thus far..... I also benefitted from referrals to their sister tax team and mortgage team. My only regret is that I wished I met these folks much earlier in my life.... *** BETTER LATE THAN NEVER ***

DON'T BE AFRAID!!! I was and i understand you're fears. It's YOUR money..your retirement. Let me assure you, Chuck and his team can guide you through this unknown journey. They GET it. I've been with them almost ten years now and I still can call and ask questions and get answers and feel like I've been blessed to have found these folks when i needed them. I have ONLY high praise for EVERY team member I've encountered. Chuck Kirk Debbie and Neil treat me always as if I am their only client. Every step of the way I've gone from fearful and cautious to relaxed and confident that my money is safe and will be there NOW and when I need to UNLOCK the key to my Hidden Wealth.
Very Sincerely
Patty

My wife and I met Chuck and the Team at Hidden Wealth Solutions (HWS) about 6 years ago. My mom is a long term client and FINALLY told me about it (or I FINALLY listened lol).

Anyway...We are both very happy with then HWS investmentstrategies, opportunities, financial advice and customer service.

Our only issue is that we didn't start sooner 🙂

I have worked with these folks since the May of 2012 and am very grateful to have found them. They are extremely professional, demonstrating the highest levels of customer/client service and attention to detail. Their strategies have been very educational and helpful to the preservation and growth of my overall wealth. I cannot say enough about the accessibility of all individuals associated with the firm and their willingness to do what it takes to ensure the comfort of their clients. My only regret is that I did not find them sooner.

I listened to Chuck Oliver's weekend radio show (among a few others) and quickly realized I needed to connect with this team. I had questions about my retirement portfolio and big worries about taxes that I am soon to experience with the required minimum distribution process. I had a very detailed and in- depth review with the entire team who followed up with a comprehensive retirement blueprint to follow. It provides me with a comprehensive plan to address my specific goals and needs, while providing me a variety of ways to improve my future planning. Every member of the team is so skilled and knowledgeable! What is so impressive to me is that they are all on the same page; you can call or send a message to anyone on the team; they are all equally well versed on my plan; they are responsive, kind and patient. They also take you through your implementation process step by step and take personal responsibility in helping me to execute my plan. Chuck himself leads the team by example. He has created a culture of professionalism, excellence and extremely customer focused. I feel confident in the care, diversity and integrity of Chuck and his team. I'm so glad I finally reached out to them; they are the best in class in their profession.

After wondering what to do to save on taxes once we retired, we turned to Chuck Oliver and his group and were very pleasantly surprised to find out how to not only avoid or reduce taxes but to create an income stream that works for us. They are quick to get back to you when you have a question and we couldn't be happier and highly recommend them!