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The Hidden Wealth Solution
- Financial Services
- Lake Mary, FL
About this business
The Hidden Wealth Solution offers wealth strategy solutions to preserve retirement accounts including 401K's, IRA's, pension plans and other investments you may have. Our top financial planners in Lake Mary, Florida help clients address concerns on taxes, the stock market and the best ways to invest. We can answer questions on wealth management, tax brackets, financial planning for retirement, how to calculate taxes and more. We help Baby Boomers to preserve their retirement accounts and consider ways to invest so they can t... read more
Location details
250 International Parkway Suite 134, Ste 146, Lake Mary, FL, 32746, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 09:00 a.m. to 6:00 p.m. | |
| Tue | 09:00 a.m. to 6:00 p.m. | |
| Wed | 09:00 a.m. to 6:00 p.m. | |
| Thu | 09:00 a.m. to 6:00 p.m. | |
| Fri | 09:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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 ar... read more
Business response:
**** 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 con... read more
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 knowledg... read more
Business response:
*****, 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 ne... read more
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 imp... read more
Business response:
*****, 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 t... read more
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 a... read more
Business response:
****, 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.
Hidden 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.
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 qu... read more
Business response:
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 ... read more
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 posit... read more
Business response:
**** 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 ... read more
Business response:
***** 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 **********
Business response:
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.
Frequently asked questions about The Hidden Wealth Solution
How is The Hidden Wealth Solution rated?
The Hidden Wealth Solution has a 4.9 star rating with 71 reviews.
When is The Hidden Wealth Solution open?
The Hidden Wealth Solution is open now. It will close at 6:00 p.m.
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