Charles “Chuck” Oliver is an industry recognized wealth architect and best-selling author who works with retirees and those who are about to be retired and their families who are uncertain about planning in and for retirement. Their concerns center on taxes, market risk, and the possibility of out-living their income.
Chuck is a member of the Top of the Table, an organization recognizing the top half of one percent of insurance and financial advisors worldwide. Mr. Oliver has been a guest on financial radio talk shows, a contributor to financial publications as well as a guest speaker at advanced financial planning events across the country.
Chuck has personally mentored and coached hundreds of advisors, CPA’s and Tax Attorneys across the country.
Chuck’s trademarked Personal Protected Pension Plan enabled him and his team to be recognized as the top provider of special pension designed life insurance in the United States in 2012.
Chuck and his Team educate clients on how to increase their retirement income by 50% or more with little or no tax, with no market risk, and how to establish a tax-advantaged income for the rest of their lives, and one that will transfer tax-free to future generations.
Chuck’s Unique Ability:
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