Customer ReviewsforThe Hidden Wealth Solution

For 30 years, my wife and I contributed to a tax-deferred retirement account. Given the National debt and uncontrolled 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.

Thank you for your review. It was an honor to help you discover and uncover your hidden wealth. Taxes are the largest retirement expense for many and very few people have a plan to deal with them. Many of the people with whom we meet have never had all of the retirement puzzle pieces put together for them so they can understand how they can have a sum that is greater than all of the parts (including the exclusion of unnecessary taxes). Our focus is individualized, comprehensive, holistic retirement planning with an emphasis on reducing or eliminating unnecessary taxes in retirement.

We heard about The Hidden Wealth Solution from Chuck Oliver on a radio podcast. We talked about and scheduled a meeting and was provided an entire team to look at our investments and develop a strategy. It was a potentially life altering decision and a big change from our strategy from many years. There were alot of questions that came up randomly throughout the process. we were provided answers to all of our questions and information to back it up. We are new to the team but have confidence that we will be in a better position moving forward.**** and *************************

**** and *******, thanks for the five star review. We provide holistic retirement planning using a team approach. Our unique planning solutions use little-known strategies that provide for growth and tax-savings. We specialize in helping Baby Boomers and retirees transition from the accumulation phase of retirement planning to the distribution and preservation phase. Our goal is to provide peace of mind retirement planning.

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 B *******, Colorado

***** and ***, thanks for the five-star review. We have a solid process for accessing client needs and matching those needs with the financial programs and services we provide. We have met remotely with clients using secure video conferencing solutions for over 20 years. We do not believe in the one-size-fits-all financial solutions that most people are limited to when selecting advisors in their local market. Our process is provides unique, custom solutions that help our clients discover and uncover their hidden wealth.

I have been with Chuck ****** 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 **********

Steve, thank you for the great review. We are happy that you decided to engage our firm to help you plan and manage your retirement. On our team, we have a wide variety of knowledgeable and professional people. This allows us to do holistic planning that covers all of the financial bases and to keep a “high touch” approach when interacting with our clients.

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 the 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 extremely quickly (surprisingly, often after regular business hours). Chuck & his team are personable & truly care about my life, not just financially. Highly recommend! Peter Gray

Peter, thank you for the five star review. Our firm focuses on wealth creation and preservation. We help educate our clients so they can choose how they want to custom allocate their savings into outside the big box store brokerage typical offerings. We provide tax savings planning with tax-efficient vehicles. This enables our clients to grow and protect their money with less tax, reduced risk and the ability to have zero losses in down market years. We strive to answer questions in a timely manner, even if it means working a little later to get the answer. We treat our clients like family and not like a number or just random people. We strive to operate our practice with high touch when it comes to caring for our clients and we greatly appreciate you noticing.

Prior to switching my retirement plan of action to The Hidden Wealth Solution, I spent almost 30 years blindly riding the waves of financial boom and bust with my retirement accounts. Despite the fact that I would build up funds in my accounts over the course of a few years and then subsequently lose a significant amount of what I had earned in the next bust, I kept listening to my financial advisors, who said (after each bust), “Stay the course.” Of course, it wasn’t their money that was evaporating… Finally (I say finally because I had been listening to Chuck ****** on his Hidden Wealth Solution radio program for TWO years, thinking all the while, “I should probably look into this…”), after losing about 25% of my retirement accounts in what I believe will be my last big loss, I snapped and registered for the Retirement Protected webinar. That gave me the impetus I needed to take the next step and start the journey to secure my assets with The Hidden Wealth Solution. My husband and I actually received an education from The Hidden Wealth Solution Team based on our specific situation on how our money would be protected and grow – this was the first time we weren’t asked to just have faith and stay the course! In a nutshell, we are very pleased that we were educated and could participate in key decisions about our money. I highly recommend that anyone who has been riding the boom-bust rollercoaster like we had been register for a webinar with the great folks from The Hidden Wealth Solution. The sense of relief is amazing!

Thank you for your review. Many clients have told us of the losses they’ve experienced with the traditional “hang in and hang on” approach to dealing with market downturns, taxes and inflation. We believe the best way to deal with market downturns and taxes is to greatly reduce and ideally eliminate them altogether by using outside of traditional Wall Street solutions to diversify and minimize market and tax risk. We’re glad you made the decision to attend our educational webinar and to become further educated by scheduling your personal wealth discovery meeting with our planning team.

I have been working with Chuck and his team for over 7 years. They have always looked out for getting the very best returns and tax benefits out of my assets. They are always very responsive in making fine tune adjustments as I approach my retirement. The variety of ever improving financial vehicles allows for a comprehensive diversification of assets. They take the extra time to make sure I have full understanding of anything that we are working together on. The personal attention is outstanding! I am always made to feel that I am their best client while interacting with any and all of their team members. I am very comfortable with our relationship and trust Chuck and his team.

David, thank you for the five star review and for being a loyal, long-time client. It has been a privilege and pleasure to have served your financial and retirement planning needs. As your review states, we are a proactive retirement planning practice. We make adjustments specific to each individual clients needs and stay on top of financial and economic conditions that support needed change. We customize the diversification of our client’s risk across a variety of specific strategies. Our team treats our clients as if they were members of our own family and we’re always certain to make sure that the client understands their plan and how the individual pieces work together. Neill ****** Practice Manager

Dedicated team, to provide an expert recommendation that works 100% benefiting the clients. I worked with Chuck and his team for more than 13 years. Based on his work I gained the maximum befit possible from my investment. 

Hoss, thank you for the great review. We are honored to have served you for over 13 years. All of our unique, wealth-building solutions are designed with the maximum client benefit in mind.

Personal and creative retirement investment advise totally changed my perspective on investing.

James, thanks for your review. We are honored to help you with your retirement planning. We specialize in unique retirement solutions that are crafted to meet each client's individual planning needs. We have a distinct advantage in having investment advisory services with CFP's, CFA's and PHD's on our Institutional money management team.