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Business Profile

Financial Planning Consultants

The Institute of Financial Enrichment LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(407) 478-1599Write a Review

About

Overview

The Institute of Financial Enrichment LLC

Lake Mary, FL 32746-5044

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BBB Accreditation & Rating

The Institute of Financial Enrichment LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

The Hidden Wealth Solution provides retirement planning services, including tax elimination, income maximization, and legacy optimization. The company assists clients with written retirement strategies developed by professionals in accounting, financial planning, and insurance.

BBB Accredited Since: 8/4/2008

Years in Business: 29

Products and Services

Financial Education, Insurance Planning, Legacy Planning, Real Estate Services, Retirement Planning, Social Security Maximization, Stock Market Protection, Tax Savings Planning, Tax-Free Income, Wealth Optimization

Business Details

Local BBB:
BBB Serving Central Florida
BBB File Opened:
7/30/2008
Business Started:
9/21/1996
Business Incorporated:
7/1/2006
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
The Hidden Wealth Solution
Business Management:
Charles D. Oliver, President

Additional Contact Information

Principal Contacts
Charles D. Oliver, President
Customer Contacts
Charles D. Oliver, President
Neill Foshee, Practice Manager
Fax numbers
Primary Fax: (888) 868-2196
Additional Websites
thehiddenwealthsolution.c...

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
Department of Financial Services (FL)
200 E Gaines St
Tallahassee FL 32399
Phone Number: (877) 693-5236
www.myfloridacfo.com
Business Categories
Financial Planning Consultants, Financial Services, Tax Consultant, Life Insurance, Retirement Planning Services, Financial Consultants, Investment Management

Latest Reviews

  • Mary Pat O

    "We have been clients for several years and have always been extremely pleased with the companys diligence in managing our finances and investments, decreasing our tax burden with innovative products. Chuck and his associates review our plan and results 1-2 times per year, and recommend changes based on our situation, the economy and our various investments." ... Read full review

  • William A

    "Our investment experience had always been with traditional firms, REMOVEDin particular. Though always treated well, after listening to Chuck a few times on the radio, we realized there was a better way to deal with IRAs, 401Ks, and taxes in retirement." ... Read full review

  • Liz P

    "We are grateful to Chuck and his team at Hidden Wealth for all they have done for us. Like many people who invested in the 401K plan came the haunting realization how this was actually going to backfire on us come RMD time." ... Read full review

View all Reviews

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