Testimonials

We could boast about our most financially successful clients but we’d rather show you our happiest.

The satisfaction of an existing client says much more about The Hidden Wealth System experience than a bunch of flashy charts and graphs. Just as we work with people of diverse backgrounds, resources and goals, these testimonials represent a broad cross-section of our clients.

I love this group of people. I know full well they handle way bigger clients than just little ole me and Coach but you would not believe how we are treated. When John’s daughter had her baby they sent US a dozen of the all time best shortbread cookies I have ever eaten.

They treat us as if we were their only client. And it’s not just Chuck. The entire team is so personal, personable and sincere. It’s the best bunch of people I have ever had the pleasure of giving my money to. I wish I could get more people interested. It’s well worth the time.

Other people will say, “Oh, that’s just an annuity. Any insurance salesman will sell you that.”

But this is different and I cannot explain how. I’m really excited about retirement. I wish I had known about this a few years earlier.
They sometimes come to Jacksonville for seminars. If you think you want to know when that next time might be, let me know.

Susan Miller,
Jacksonville, FL

Chuck Oliver is an expert in Wealth creation and preservation. As a proven Wealth Strategist and best-selling author, Chuck plays a key role in my physician’s network in educating medical professionals on how to build a conservative retirement plan that protects their money from taxes, market losses and law suits. I was not aware of these safe, proven plans myself until I read his books and discovered what I feel are the most critical planning tools for enabling physicians to secure their retirement. You can avoid the broker’s mantra, ‘leave that to me, your broker, to handle.’ Many people are through with this wishful approach. Most doctors tell me their account values are where they were 10 plus years ago. Most accounts are still down 30%! Chuck’s plan design enables you to catch up or even make up for lost money and/or lost time using a special option under specific sections of the tax code.

Dr. George Stanley,
Doctor of Radiology, President and CEO of UDI University Diagnostics Institute, Founder of PEN–Physicians Empowerment Network

I trust Chuck Oliver because he has sound ideas. He is guided by principles and that match my core values. In any relationship you need to have a level of trust. You need to move with caution every step of the way. As you move forward trust can either grow or diminish. Your company has proven to be trusted, sound and worthy of my trust.

Al Portugal,
Business Owner, Winter Park, FL

I first began working with Chuck Oliver about 4 years ago. It is never an easy decision to choose someone to handle your life savings, and to guide you in decisions affecting your financial future. I was initially impressed with the thoroughness of the presentation that he used to explain his philosophy, and the program he advocates. He took a great deal of time to explain, in very thorough detail, to make sure that I understood what he saw as the best options for me. In the years since, I have found that he has made it a point to delve into and understand my specific situation. He has been willing to think outside the box, and to explore options to help me reach my goals as I approach retirement age. Chuck always gives whatever time is needed during our phone consultations, to explain things, answer my questions, and explore options. I never feel rushed. Even though I have never met him in person, I feel like Chuck strives to really know who I am, and to understand my lifestyle, my dreams and goals, and the specific situations in my life that make my path unique. I appreciate that he strives to create a relationship rather than making me feel like just another cookie cutter client.

Penny Warren,
Medical Professional

I am like a lot of baby boomers. I watched while my life’s savings and those of my wife dwindled away by at least half before we moved our investments to cash. Of course my timing could not have been better. The day I pulled the plug was March 9th 2010. That same year, I learned of Chuck Oliver’s approach to retirement planning using maximum funded life insurance contracts. This approach provides a safe harbor for what is left of our retirement savings while being able to participate in some market gains as well. Now I don’t have to worry about losing everything in the stock market. I know that we will have at least some safely growing, tax-advantaged assets making our retirement much, much better. Chuck has put together a team of experts. I have gotten to know some of them. Chuck and his team have very much helped us plan for our retirement. They seem to always be readily available to answer any questions we may have and certainly seem to be very much focused on our particular needs. Chuck’s level of personal commitment to our needs is very comforting indeed! Even if you don’t think you need Chuck, you should at least do your due diligence and examine his retirement approach. I highly recommend Chuck and his team!!

Mike Latimer, CPA, Jacksonville, FL

Thank you for all your help,

I worked for a large company that had great benefits all my life. Myself and my co-workers always had a sense of security we had good paying jobs with excellent benefits and a great pension plan for our retirement. We all contributed to our 401k’s but knew very little about them. We did see them depreciate greatly in the past few years and hoped they would recover. Well life changes on a dime these days and all of a sudden you can be faced with the loss of that secure job and not really be ready to retire. Where do you go and what do you do?

These are the questions that we faced at AT&T when they announced the closing of our office. The closing meant that 39 operators were about to loose their jobs we had between 25 and 37 years of service and were between the ages of 48 and 64. Everyone’s needs were so different, for those in their 60’s with 30+ years of service life was good but what do we do now with our pensions and our 401k’s nobody really knew. What can someone who is only 48 years old do with her pension & 401k’s when they are so young? The company tells you nothing!

Chuck Oliver and his team stepped up to the plate and held group meetings for our employees so we could proceed with peace of mind. The sessions were extremely informative as Chuck explained what our future needs are going to be. Chuck talked to us about preserving our principle & told us the importance of rolling over our 401k’s and pensions. He showed us how inflation is only going to continue to rise, and how to save our accounts from future taxation. After the group meetings we were able to meet with Chuck personally and put together a plan that focused on our individual needs. Everyone who participated thought it was great! Now we not only have the pensions that we’ve all worked so hard for, but knowledge and opportunity to avoid the Hidden Wealth Retirement T.R.A.P.S. and to work with someone who has shown us the vehicles we need to use to give us the security we need for our retirement years.

Thanks again to the Chuck Oliver Team & The Hidden Wealth Management System.

Debbie K.,
Orlando, FL

I just wanted to thank the Chuck Oliver team for the remarkable efforts required to get my retirement and “401K cabin” plans on track. Trust, in-depth knowledge and “thinking out of the box” is what convinced me that your team is truly the leader in Equity/Asset Management. Despite having studied investing and retirement plans for years, I could have never accomplished this by myself.

Mark Seaman

It has been a pleasure to work with you and your team. The refinance was such a smooth transaction. I also appreciate the book Missed Fortune 101. It was very interesting and pointed out opportunities that the average person like myself would not have been able to comprehend without help.

Sara’s help with the home equity loan went very well and once again as with the refinance she was able to answer any questions that I had. Sara & Lisa Ruble from Citizens Bank were both professional and were able to process the refinance with ease for me. It was stress free because of your team and their knowledge of the process.

I received your invitation to the seminar and am planning to attend the November 16th workshop in Orlando. I am looking forward to meeting you and your team.

I really appreciate your help and patience in moving forward with a plan for the future. It is very exciting to learn about the many options that are available.

Jadelle Stanford

It is very easy and also a privilege to say a few words about my association with The Hidden Wealth System Team and Chuck Oliver. Since our acquaintance began in January of 2006, I have had the opportunity to visit personally with Chuck in his Springfield, Ohio, office. It was a visit made when I was investigating ideas associated with the book Missed Fortune 101. I was treated not as a client, but as a friend.

His office and personnel were open and personable to me. A trust developed from that beginning and has continued through today as my wife and I recently purchased an investment home in Louisville, Kentucky, and everything was handled through Chuck and his Orlando, Florida, office. I talked with him personally when I knew how he wanted to handle the purchase. He gave me additional information and had the person who set up the purchase in the office, hearing his direction, confirming my intentions, and the purchase was consummated successfully in December of last year.

Prior to that, he worked personally with me on the refinance of my home in London, Kentucky. He presented my Equity Assessment personally on the computer to my satisfaction. He even returned a call about a question I had while getting ready to board a flight. I was invited to speak openly to the folks he had in a meeting while in the Springfield office and again at a seminar in Columbus. He has demonstrated a trust quality that gives me every confidence to proceed with reprogramming my life’s savings. We had a conference call discussion while I was on vacation with the author of the book, Missed Fortune 101, in which I talked freely, openly, and honestly.

My trust in Chuck and his team is firm and confident. They handle my every call and/or question with courtesy, expedience, and true professionalism. I am not a client, but a “team member” and I am realizing the benefits of our association every day. Trust in dealing with my life’s work is imperative and I have that with The Hidden Wealth System Team.

Robert H. Gindorf, London, KY
Retired, Ford Motor Company