Charles Oliver is an industry recognized financial professional and best-selling author.
Charles works with retirees, those who are about to retire, pre-retirees and their families, to address their financial uncertainties regarding retirement and retirement strategies. Primarily, he addresses their concerns regarding the effect of taxes, market risk, and the possibility of out-living their income.
Charles Oliver is also a member of the Top of the Table, an organization recognizing the top half of one percent of insurance and financial professionals 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.
Charles has personally mentored and coached hundreds of financial professionals, CPA’s and Tax Attorneys across the country.
Charles and his team promote their plan – The Hidden Wealth Solution – to educate clients on how to increase their retirement income by reducing the effect of taxes, avoiding market risk, and establishing a tax-advantaged income for the rest of their lives and how to transfer their wealth, tax-free, to future generations.
Charles Oliver’s accomplishments include:
- Creator of The Hidden Wealth Solution
- Two-time 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
- Author of industry leading consumer educational books: “The Baby-Boomer Retirement Breakthrough” the unfair advantage to a S.A.F.E. and Secure Retirement, “What to do at 62” how to maximize Social Security Benefits and how to prevent benefits from being taxed. “My Debt into Wealth” how to be debt free while building wealth at the same time.
- Creator of “The Portfolio Protection Plan”, “Social Security Solved”, “Home Equity Wealth”, “The Safe 6% Savings Solution”, “Executive Retirement Protection”
- Fox TV News financial contributor
- Featured in The Wall Street Journal, Newsweek and USA Today. Featured on ABC, NBC and CBS
- National Radio Show Host of Hidden Wealth Radio
- 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
- Working as a Wealth Strategist in the planning industry since 1992
- Named to America’s PremierExperts® as a Wealth Strategist
- Faculty for The Institute of Financial Enrichment and The National Institute of Financial Education
- Top of the Table-The Premier Association of the top half of one percent of all Financial Professionals worldwide
- Graduate of Capital University