Business Profile
Financial Planning Consultants
The Institute of Financial Enrichment LLC
Reviews
Customer Review Ratings
Average of 17 Customer Reviews
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Review fromJohn and Debbie K
Date: 02/24/2025
5 starsJohn and Debbie K
Date: 02/24/2025
We met with Chuck Oliver and the Hidden Wealth Team over 15 years ago. We had a modest amount of money to invest. We no longer wanted to be tied to the stock market where we had lost so much of our retirement savings. We wanted to have money for our Children and wanted to live comfortably when we retired. Chuck actually listened to our request and directed us accordingly. Our investments were safe and secure, and we could sleep at night. Thanks to Chuck Oliver and his awesome team we were both able to retire last year. We are now living very comfortably; we're able to travel whenever we want, visit our Grandchildren and enjoy our retirement. We are so grateful to have met Chuck, and we can't thank him enough for his guidance, knowledge, expertise and all he has done for our family. The entire Hidden Wealth team genuinely care about their clients and are always available. Thanks again Chuck you have exceeded our expectations.
The Institute of Financial Enrichment LLC
Date: 02/25/2025
**** and ******,Thank you for your great review. It has been our privilege to serve you and your family all these years. We are a comprehensive wealth building and tax-savings practice. We help our clients achieve their financial goals through tax-advantaged and market risk protected programs. We dont use a one-size-fits-all" approach to retirement planning. We listen to our clients goals and we develop a comprehensive, written plan that allows them to achieve their goals while staying within their risk tolerance. As you continue your retirement journey, we will stay with you to guide you and your family.Review fromKevin I
Date: 08/07/2024
5 starsKevin I
Date: 08/07/2024
The combination of Tax Planning and Investment Opportunities make the team at Wealth Solutions the perfect business to partner with. Chuck, *****, ****, ***** and the entire team have a wealth of knowledge, a wealth of options for tax planning and a wealth of financial opportunities, Hence their name, The Hidden Wealth Solution. Do yourself a favor, just give them a chance. ***** Oliver will give the younger generation a reason for Hope. He is passionate about all the ************************* available, however his knowledge, experience and ability to converse as both an advisor and friend make your meetings together a Joy.The Institute of Financial Enrichment LLC
Date: 08/14/2024
*****, thank you for your review and for your kind words about our team. Its the mission of every team member to promptly reply to and address questions and concerns from our clients. We deliver holistic **************************** planning with an emphasis on tax mitigation and elimination through our advanced tax team of CPAs. Our goal is to provide the greatest return for the least amount of risk. We use a variety of financial vehicles and equity offerings to provide diversified plans that are tailored to the specific needs of individual clients.Review fromNancy B
Date: 06/04/2024
5 starsNancy B
Date: 06/04/2024
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 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.The Institute of Financial Enrichment LLC
Date: 06/07/2024
*****, thank you for kind words regarding the professionalism of our planning team and our corporate culture. We use a team approach when we create a financial plan, which is why everyone on our planning team is familiar with the plan that we designed for you. We are a holistic financial planning firm with a focus on helping our clients grow, protect and then preserve their assets by legally avoiding unnecessary taxes. Our approach looks at every aspect of a clients financial situation to determine the best design for them to take in order to meet their goals and objectives. We then guide them though the implementation process to make sure that all the parts of their plan are properly in place.Review fromPaul T
Date: 04/29/2024
5 starsPaul T
Date: 04/29/2024
Since Ive only been with Chuck Oliver and his Hidden Wealth Solutions team for only a couple of months, these remarks are delimited to my overall personal experiences with them as it is to soon to address any financial returns.The problem with all postings of this type is that the superlatives become the norm and the readers make their own subjective interpretations. Please do not do that, because in the case of Chuck and his team ALL the superlatives are merited. They take a sincere interest in their clients, are quick to answer phone messages and emails and work efficiently as a team keeping the client fully informed. They never appear hurried and they make one feel like s/he is their most important client; even Chuck is never too busy to respond. *** mentioned to them that in the few months Ive been with Hidden Wealth Solutions theyve spent more time getting to know me and they hold to a higher degree of integrity than any of the other investment firms Ive dealt with in the past. In short, I view all the members of the Hidden Wealth Solutions team as outstanding fiduciaries who who bring credit and distinction to the investment industry. It is a pleasure to submit these comments which are submitted without reservation.The Institute of Financial Enrichment LLC
Date: 04/30/2024
****, thank you for your review and kind words regarding the integrity of our team. Unlike some of the big box brokerages, we take a genuine interest in our clients and we strive to answer their questions in as quick and concise a manner as possible. Our entire team understands that the client is the sole purpose of our organization and we make sure that client interactions are meaningful and informative.Review fromTiffany O
Date: 04/17/2024
5 starsHidden Wealth are by far at what they do. They are extremely knowledgeable and helpful. They make the process easy and smoothly. They are quick to respond back to me with in the day and always want to make sure I understand what they are talking about. You can't go wrong with them at all. Chuck Oliver and his team are amazing.Review fromLuke H
Date: 03/30/2024
5 starsLuke H
Date: 03/30/2024
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.The Institute of Financial Enrichment LLC
Date: 04/02/2024
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.Review fromStephen D
Date: 03/18/2024
5 starsStephen D
Date: 03/18/2024
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 *************************The Institute of Financial Enrichment LLC
Date: 03/19/2024
**** 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.Review fromNancy and Jon B
Date: 12/03/2023
5 starsNancy and Jon B
Date: 12/03/2023
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 *******, ColoradoThe Institute of Financial Enrichment LLC
Date: 03/19/2024
***** 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.Review fromSTEVEN W
Date: 11/21/2023
5 starsSTEVEN W
Date: 11/21/2023
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 **********The Institute of Financial Enrichment LLC
Date: 11/28/2023
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.Review fromADRIAN K
Date: 11/18/2023
5 starsVery, very helpful, and knowledgeable!! Highly recommend their service. They work as a team on your behalf.
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