Orlando, FL – April 19, 2012 – Chuck Oliver, founder of the Hidden Wealth System, a wealth creation and preservation company, recently published a blog on his website (www.thehiddenwealthsystem.com) warning retirees and investors of the power of inflation and taxation.  The blog, titled “Taxes and Inflation: If You Aren’t Prepared, You Will Out-Live Your Money. Learn the stable and predictable income system providing guaranteed yields of 8.25%!” urges readers to protect themselves today.

Chuck Oliver writes, “Retiring with a million dollars in your portfolio probably sounds good to most people—wouldn’t you agree? You might be surprised to learn, however, that failing to account for the costs of taxation and inflation can drastically change your outlook.”

Chuck Oliver’s Hidden Wealth System specializes in creating and preserving wealth. They help clients to achieve financial independence and become immune from economic downturns.

The entire blog can be found at http://www.thehiddenwealthsystem.com/blog/taxes-and-inflation-if-you-aren%E2%80%99t-prepared-you-will-out-live-your-money-learn-the-stable-and-predictable-income-system-providing-guaranteed-yields-of-8-25.php

To learn more about the Hidden Wealth System, please visit http://www.thehiddenwealthsystem.com

About Chuck Oliver:

Charles “Chuck” Oliver is an industry recognized wealth strategist 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 2011.

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.

Accomplishments include:

• Founder and CEO of the American Equity Advisory Group, LLC and The Hidden Wealth System, the Chuck Oliver Team
• Best-Selling Author of “Power Principles for Success,” Empower a Tax-Free Retirement Future and “Game Changers,” Introducing the Tax-Free Business Owners Protected Pension Plan
• Fox TV News financial contributor
• Co-author of Borrow Smart, Retire Rich with Todd Ballenger
• Featured in The Wall Street Journal, Newsweek and USA Today. Featured on ABC, NBC and CBS
• Radio Show Host of Your Hidden Wealth on 540 WFLA
• Featured columnist for Wealth Management, FloridaMD magazine
• The Next Big Thing Radio, contributing provider
• Member of PREP the Partnership for Retirement Education and Planning
• Member NAIFA, National Association Insurance and Financial Advisors
• Member of NESA – Nationwide Elder Service Associates
• Member of the Winter Park Better Business Bureau
• Working as a Wealth Strategist in the planning industry since 1992
• Named to America’s PremierExperts® as a Wealth Strategist
• Faculty for The National Institute of Financial Education
• Certified TEAM Member with Missed Fortune, Missed Fortune speaker, trainer and educator
• Founder of “The Money Sense Employer Program”
• MDRT Top of the Table-The Premier Association of Financial Professionals
• Graduate of Capital University

Chuck’s Unique Ability:
“Investing in the well-being of others through strategic planning and innovative solutions to help serve and transform financial and personal lives.”

Experts estimate that many Americans will be paying 50% or more of their income in taxes over the next 20 years. And as you know if you’ve been paying attention, the record deficits that the government is currently racking up virtually guarantees substantial inflation. If we assume an inflation rate of approximately 7%, your cost of living will double approximately every 10 years. Let’s assume that you’ll earn an average of 7% on your portfolio as well. Factor in a 50% tax bracket and your million-dollar nest egg will be providing you with about $700-$800 per month—hardly what most retirees have in mind!

For many of you, this is sobering news. But unfortunately, it’s the reality that is staring all of us in the face. Until the government finds a way to get annual deficits under control, this dual threat won’t go away. Inflation is the inevitable result of flooding the economy with cash at low interest rates, and increased taxation is the inevitable result of runaway federal debt. Furthermore, it’s important to remember that both of our major political parties have contributed to these problems. Based on recent history, it’s hard to imagine Washington DC getting its fiscal house in order… no matter who is in power!

The bottom line is this: significant inflation and taxation are virtually guaranteed in the decades to come. And if your retirement isn’t protected against these threats with stable and predictable income like our our safe yielding 10 year 8.25% pension plan , even a million-dollar nest egg won’t be enough to maintain the lifestyle that you have come to expect.

Don’t risk running out of money in retirement before you run out of life—email Millie, our Client Concierge, at millie@TheHiddenWealthSystem.com or phone her at (866) 998-7699.  Please provide Millie with the two best times to contact you. We are currently experiencing a high volume of inquiries. Providing two contact times will insure that she is able to reach you.

Orlando, FL – March 30, 2012 – Chuck Oliver, founder of the Hidden Wealth System, a wealth creation and preservation company, recently published an article on his website (www.thehiddenwealthsystem.com/) evaluating the charges made by former Goldman Sachs employee Greg Smith.  The article, titled “Former Goldman Sachs Director Calls Firm ‘Morally Bankrupt’” warns readers that Wall Street no longer has their best interest in mind.

Chuck Oliver writes, “If you’ve been paying attention, this revelation shouldn’t surprise you. The disregard Wall Street firms have for their clients is outrageous and appalling.”

Chuck Oliver’s Hidden Wealth System specializes in creating and preserving wealth. They help clients to achieve financial independence and become immune from economic downturns.

The entire article can be found at http://www.thehiddenwealthsystem.com/articles/former-goldman-sachs-director-calls-firm-%E2%80%9Cmorally-bankrupt%E2%80%9D.php

To learn more about the Hidden Wealth System, please visit http://www.thehiddenwealthsystem.com

About Chuck Oliver:

Charles “Chuck” Oliver is an industry recognized wealth strategist 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 2011.

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.

Accomplishments include:

• Founder and CEO of the American Equity Advisory Group, LLC and The Hidden Wealth System, the Chuck Oliver Team
• Best-Selling Author of “Power Principles for Success,” Empower a Tax-Free Retirement Future and “Game Changers,” Introducing the Tax-Free Business Owners Protected Pension Plan
• Fox TV News financial contributor
• Co-author of Borrow Smart, Retire Rich with Todd Ballenger
• Featured in The Wall Street Journal, Newsweek and USA Today. Featured on ABC, NBC and CBS
• Radio Show Host of Your Hidden Wealth on 540 WFLA
• Featured columnist for Wealth Management, FloridaMD magazine
• The Next Big Thing Radio, contributing provider
• Member of PREP the Partnership for Retirement Education and Planning
• Member NAIFA, National Association Insurance and Financial Advisors
• Member of NESA – Nationwide Elder Service Associates
• Member of the Winter Park Better Business Bureau
• Working as a Wealth Strategist in the planning industry since 1992
• Named to America’s PremierExperts® as a Wealth Strategist
• Faculty for The National Institute of Financial Education
• Certified TEAM Member with Missed Fortune, Missed Fortune speaker, trainer and educator
• Founder of “The Money Sense Employer Program”
• MDRT Top of the Table-The Premier Association of Financial Professionals
• Graduate of Capital University

Chuck’s Unique Ability:
“Investing in the well-being of others through strategic planning and innovative solutions to help serve and transform financial and personal lives.”

The Guardian explains:

Wall Street bank Goldman Sachs has suffered a severe blow to its reputation after one of its bankers announced his resignation in the New York Times by declaring his employer “morally bankrupt”.

Questions were immediately raised about the relationship between the firm and its clients – whom the departing employee, Greg Smith, said were described as “muppets” by his superiors.

Smith, who was based in London, made a savage attack on the culture of Goldman, which only two years ago was damaged by another London-based banker, Fabrice Tourre, who described creating “Frankenstein” products that showed scant regard for the needs of the firm’s clients.

Smith said that none of these incidents had taught the firm any humility or integrity. He wrote: “It makes me ill how callously people [at the bank] talk about ripping their clients off. Over the last 12 months I have seen five different managing directors refer to their own clients as ‘muppets’, sometimes over internal email.”

Smith reckoned the fast track to a promotion involved persuading clients to invest in stocks or other products “that we are trying to get rid of because they are not seen as having a lot of potential profit”. “Today, if you make enough money for the firm (and are not currently an ax [sic] murderer) you will be promoted into a position of influence,” he wrote.

Goldman wanted to get clients to trade “whatever will bring the biggest profit to Goldman” – a strategy referred to as “hunting elephants”.

“You don’t have to be a rocket scientist to figure out that the junior analyst sitting quietly in the corner of the room hearing about ‘muppets’, ‘ripping eyeballs out’ and ‘getting paid’ doesn’t exactly turn into a model citizen,” wrote Smith, who said he had been selected to appear in a recruitment video and in 2006 had managed the summer intern program in New York for sales and trading.

If you’ve been paying attention, this revelation shouldn’t surprise you. The disregard Wall Street firms have for their clients is both outrageous and appalling.

But there is good news: Wall Street is not your only option any more. At Hidden Wealth, our team works hand-in-hand with our clients to discover unique wealth building strategies that ensure that their financial safety, liquidity and potential are secured. Our aim is to optimize resources, protect opportunities and enable our clients to discover and uncover their Hidden Wealth.

If you’re tired of losses, volatility, and dealing with Wall Street firms that don’t have your interests in mind, contact us today to see if a Personal Protected Pension Plan™ is right for you.

Email Millie, our Client Concierge, at millie@TheHiddenWealthSystem.com or phone her at (866) 998-7699.  Please provide Millie with the two best times to contact you. We are currently experiencing a high volume of inquiries. Providing two contact times will insure that she is able to reach you.

Orlando, FL – March 16, 2012 – Chuck Oliver, founder of the Hidden Wealth System, a wealth creation and preservation company, recently published an article on his website (www.thehiddenwealthsystem.com/) discussing the current volatile economic climate.  The article, titled “There’s a Perfect Storm Gathering on the Horizon: Will Your Investments Survive?” urges readers to take action in order to protect their assets from future volatility.

Chuck Oliver writes, “As we have frequently written in this space, what threatens this nation’s financial future isn’t one specific issue—it’s a perfect storm that combines debt, inflation, market volatility, and other factors.”

Chuck Oliver’s Hidden Wealth System specializes in creating and preserving wealth. They help clients to achieve financial independence and become immune from economic downturns.

The entire article can be found at http://www.thehiddenwealthsystem.com/articles/theres-a-perfect-storm-gathering-on-the-horizon-will-your-investments-survive.php

To learn more about the Hidden Wealth System, please visit http://www.thehiddenwealthsystem.com

About Chuck Oliver:

Charles “Chuck” Oliver is an industry recognized wealth strategist 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 2011.

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.

Accomplishments include:

• Founder and CEO of the American Equity Advisory Group, LLC and The Hidden Wealth System, the Chuck Oliver Team
• Best-Selling Author of “Power Principles for Success,” Empower a Tax-Free Retirement Future and “Game Changers,” Introducing the Tax-Free Business Owners Protected Pension Plan
• Fox TV News financial contributor
• Co-author of Borrow Smart, Retire Rich with Todd Ballenger
• Featured in The Wall Street Journal, Newsweek and USA Today. Featured on ABC, NBC and CBS
• Radio Show Host of Your Hidden Wealth on 540 WFLA
• Featured columnist for Wealth Management, FloridaMD magazine
• The Next Big Thing Radio, contributing provider
• Member of PREP the Partnership for Retirement Education and Planning
• Member NAIFA, National Association Insurance and Financial Advisors
• Member of NESA – Nationwide Elder Service Associates
• Member of the Winter Park Better Business Bureau
• Working as a Wealth Strategist in the planning industry since 1992
• Named to America’s PremierExperts® as a Wealth Strategist
• Faculty for The National Institute of Financial Education
• Certified TEAM Member with Missed Fortune, Missed Fortune speaker, trainer and educator
• Founder of “The Money Sense Employer Program”
• MDRT Top of the Table-The Premier Association of Financial Professionals
• Graduate of Capital University

Chuck’s Unique Ability:
“Investing in the well-being of others through strategic planning and innovative solutions to help serve and transform financial and personal lives.”

Orlando, FL – March 8, 2012 – Chuck Oliver, founder of the Hidden Wealth System, a wealth creation and preservation company, recently published a blog on his website (www.thehiddenwealthsystem.com/) warning readers of rising taxes.  The blog, titled “Higher Taxes Are on the Way: Here’s What You Can Do about It Today” urges readers to protect themselves.

Chuck Oliver writes, “The bottom line is that all income earners in America are facing a tax hike — the only question is, when?  Unfortunately, with the cost of living increasing and the economic instability continuing, millions of Americans simply can’t afford to stay the course as their tax bill continues to soar. ”

Chuck Oliver’s Hidden Wealth System specializes in creating and preserving wealth. They help clients to achieve financial independence and become immune from economic downturns.

The entire blog can be found at http://www.thehiddenwealthsystem.com/blog/higher-taxes-are-on-the-way-heres-what-you-can-do-about-it-today.php

To learn more about the Hidden Wealth System, please visit http://www.thehiddenwealthsystem.com

About Chuck Oliver:

Charles “Chuck” Oliver is an industry recognized Wealth Strategist 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.

Mr. Oliver helps his clients gain clarity, balance, focus, and confidence about their wealth creation and preservation. Chuck refutes the wisdom of the importance of paying off mortgages and putting the money into IRA’s, 403b’s, and 401K’s.

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 free income for the rest of their lives, and one that will transfer tax free to future generations.

Accomplishments include:

• Founder and CEO of the American Equity Advisory Group, LLC and The Hidden Wealth System, the Chuck Oliver Team
• Fox TV News financial contributor
• Radio Show Host of Your Hidden Wealth on 540 WFLA
• Member of PREP he Partnership for Retirement Education and Planning
• Member NAIFA, National Association Insurance and Financial Advisors
• Member of the Winter Park Better Business Bureau
• Graduate of Capital University
• Working as a Wealth Strategist in the planning industry since 1992
• Member of NESA – Nationwide Elder Service Associates
• Named to America’s PremierExperts® as a Wealth Strategist
• Faculty for The National Institute of Financial Education
• The Next Big Thing Radio, contributing provider
• Author, “Power Principles for Success,” The Tax-Free Retirement
• Certified TEAM Member with Missed Fortune, Missed Fortune speaker, trainer and educator
• Founder of “The Money Sense Employer Program”
• MDRT Top of the Table-The Premier Association of Financial Professionals
• Co-author of Borrow Smart, Retire Rich with Todd Ballenger

Chuck is husband to Leanna and a father of two boys, Davis and Drake. He holds his family as one of his top priorities. Chuck is an avid golfer and runner. Chuck runs marathons to raise money for special causes.

Chuck’s Unique Ability:
“Investing in the well-being of others through strategic planning and innovative solutions to help serve and transform financial and personal lives.”

The question was “If our economy was a game of Jenga, which peg would be pulled to bring the whole structure down and who has the power to pull it?”

As we have frequently written in this space, what threatens this nation’s financial future isn’t one specific issue—it’s a perfect storm that combines debt, inflation, market volatility, and other factors. Christine explains this very eloquently:

“We have multiple, conjoined, falling bubbles that are on their way down but are not yet fully popped. Each time one sags a bit more, it puts increasing downward pressure on the others. Some of the bubbles are being artificially supported by massive government stimulus spending and massive money printing, so they are boosted temporarily and that helps the overall bubble economy. Of course, that temporary stimulus is making the bubbles even larger, which makes the final bubble pop that much larger. This stimulus is very expensive and impossible to keep up forever because eventually it will cause some very negative consequences, like rising inflation and rising interest rates. Those very negative future consequences would harm even a healthy economy during a recovery, and for an unhealthy economy full of falling bubbles, it will lead us to the coming Aftershock.

So in this situation, there is no one single “peg” that can be pulled out of the Jenga tower and no one single player who has the power to pull it. It is true that we could have a trigger or series of triggers that pushes the bubbles to fall faster, such as an uncontrolled bank failure in Europe or a war with Iran. But remember, a final trigger is not an original cause. Many people, governments, and businesses helped create this big, multi-bubble economy mess over many years, and many people, governments, and businesses will do their various parts to first delay, and then later pop the whole thing. Of course, in the post-government debt and dollar crash, they will all blame each other, certainly not themselves. Eventually, after much pain, we will quit the blaming and get on to the work of increasing real productivity – the real driver of non-bubble economic growth. But that’s not around the corner. First we have an Aftershock to go through

In the meantime, look for generally falling and some temporarily boosted bubbles (especially when the Fed does more money printing), eventually followed by rising inflation and rising interest rates, leading to a series of big bubble pops, and a lot of money going to Money Heaven during the Aftershock. Don’t let your money go there too! Now is the time to prepare.”

Christine hit the nail on the head. But there is good news: you don’t have to face this uncertain future alone. To avoid losses, volatility, and worrying about your financial future, contact us today to see if a Personal Protected Pension Plan™ is right for you.

Email Millie, our Client Concierge, at millie@TheHiddenWealthSystem.com or phone her at (866) 998-7699.  Please provide Millie with the two best times to contact you. We are currently experiencing a high volume of inquiries. Providing two contact times will insure that she is able to reach you.

There’s a perfect storm on the horizon—don’t let it destroy your financial future!

Long story short, we decided this was an exact fit for our financial strategy and set up a time and date to meet with Chuck. We were disgusted with the stock market and by the Grace of God, Chuck was placed into our financial situation. It was very obvious to us at first, that Chuck loves his job. Helping others financially is his passion and it shows. He has spent hours with us explaining in GREAT detail how this system works for our financial benefit. Never once have we felt rushed during our meetings, either in person or on the phone. In all honesty, when we are talking to Chuck, we feel like we are his only clients. That is priceless!

His office staff, Kirk and Neal are very polite and professional. The paperwork Kirk has sent for signatures is very easy to understand because of his cover letter and effort to place sticky arrows in every place a signature or initial is required.

We are very pleased and blessed to have become clients of Chuck Oliver’s The Hidden Wealth System.

Kim & Becky McKendree
Brunswick, GA

President Obama’s proposed budget plan includes $1.5 trillion in new taxes, most of it coming from an item that has divided the White House and the Republicans throughout Obama’s presidency: Tax cuts signed into law by President George W. Bush.

Those cuts are due to expire at the end of 2012 — a little less than two months after the presidential and congressional elections — but Obama only wants to end them for individuals who make more than $200,000 a year and families than make more than $250,000 annually; tax cuts for the middle class would be extended.

Obama and his team say higher taxes are needed along with spending cuts to reduce the nation’s $15 trillion-plus debt. “The president’s budget has $1 of revenue for every $2.50 for spending,” said White House chief of staff Jack Lew, speaking on NBC’s Meet The Press.

This comes as to surprise to those who have been paying attention—as the federal deficit continues to soar, the government is seeking to offset its rising costs by generating additional revenue. Specifically, married couples earning over $200,000 and individuals earning over $100,000 could be stuck paying tax rates higher than 60%!

Unless you act now, your retirement savings may severely impacted by these rising tax rates.

What can you do about it?

Email Millie, our Client Concierge, at millie@TheHiddenWealthSystem.com or phone her at (866) 998-7699. She will tell you about our Personal Protected Pension Plan, which will allow you to grow your investments safely—tax and market risk free!

The bottom line is that all income earners in America are facing a tax hike — the only question is, when?  Unfortunately, with the cost of living increasing and the economic instability continuing, millions of Americans simply can’t afford to stay the course as their tax bill continues to soar.  Tax increases are coming and they are coming for you! If you want to enjoy a retirement income that’s free from taxes contact us today before these increases arrive.

Protect yourself from imminent tax increases! Email Millie at millie@TheHiddenWealthSystem.com or phone her at (866) 998-7699. Please provide Millie with the two best times to contact you. We are currently experiencing a high volume of inquiries. Providing two contact times will insure that she is able to reach you.

Orlando, FL – February 28, 2012 – Chuck Oliver, founder of the Hidden Wealth System, a wealth creation and preservation company, recently published an article on his website (http://www.thehiddenwealthsystem.com/) discussing retirement planning.  The article, titled “Don’t Run Out of Money in Retirement: Four Retirement Planning Mistakes to Avoid,” examines four common mistakes made by retirees and those working towards retirement.

Chuck Oliver writes, “The stress caused by these concerns often makes the situation worse. Couples and individuals become reactive to the market and begin taking advice from the wrong people. Below are four of the most common mistakes when it comes to retirement planning. Are you making any of them?”

Chuck Oliver’s Hidden Wealth System specializes in creating and preserving wealth. They help clients to achieve financial independence and become immune from economic downturns.

The entire article can be found at http://www.thehiddenwealthsystem.com/articles/dont-run-out-of-money-in-retirement-four-retirement-planning-mistakes-to-avoid.php

To learn more about the Hidden Wealth System, please visit http://www.thehiddenwealthsystem.com

About Chuck Oliver:

Charles “Chuck” Oliver is an industry recognized wealth strategist 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 2011.

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.

Accomplishments include:

• Founder and CEO of the American Equity Advisory Group, LLC and The Hidden Wealth System, the Chuck Oliver Team

• Best-Selling Author of “Power Principles for Success,” Empower a Tax-Free Retirement Future and “Game Changers,” Introducing the Tax-Free Business Owners Protected Pension Plan
• Fox TV News financial contributor

• Co-author of Borrow Smart, Retire Rich with Todd Ballenger
• Featured in The Wall Street Journal, Newsweek and USA Today. Featured on ABC, NBC and CBS

• Radio Show Host of Your Hidden Wealth on 540 WFLA
• Featured columnist for Wealth Management, FloridaMD magazine
• The Next Big Thing Radio, contributing provider
• Member of PREP the Partnership for Retirement Education and Planning
• Member NAIFA, National Association Insurance and Financial Advisors
• Member of NESA – Nationwide Elder Service Associates
• Member of the Winter Park Better Business Bureau
• Working as a Wealth Strategist in the planning industry since 1992
• Named to America’s PremierExperts® as a Wealth Strategist
• Faculty for The National Institute of Financial Education
• Certified TEAM Member with Missed Fortune, Missed Fortune speaker, trainer and educator
• Founder of “The Money Sense Employer Program”
• MDRT Top of the Table-The Premier Association of Financial Professionals
• Graduate of Capital University

Chuck’s Unique Ability:
“Investing in the well-being of others through strategic planning and innovative solutions to help serve and transform financial and personal lives.”