Lake Mary, Florida Wealth Management and Financial Consultants Are Recognized
LAKE MARY, Fla., April 26, 2019 /PRNewswire-PRWeb/ -- The National Life Group 2019 recognizes Charles Oliver and Devin Patel of The Hidden Wealth Solution with their induction into the Conference of Champions.
This achievement is awarded to a select few who meet the criteria for being the best financial advisors in the areas of customer service and retention, consistently presenting accurate information essential to a client's financial decision making, and always placing the best interests of their clients above their own direct or indirect interests. Candidates are also judged on maintaining the highest standards of professional competence by furthering their industry knowledge with continuing education opportunities.
The National Life Group is a 170 year old Legal Reserve Insurance Carrier with regards to be an industry leader in helping people with the top three financial threats of living too long, becoming ill or dying too soon. National Life recognizes The Hidden Wealth Solution advisors Chuck Oliver and Devin Patel in serving and educating their clients in wealth creation and preservation planning. Investment advisors at The Hidden Wealth Solution have been recognized by the National Life Group in prior years and continue to help maintain a client's confidences and protect their right to privacy while abiding by and conforming to all provisions of the laws and regulations in the jurisdictions in which they do business.
Chuck Oliver, owner and industry leading wealth strategist at The Hidden Wealth Solution, stated "Devin and I are honored to be recognized by The National Life Group. We truly enjoy working with our clients and guiding them on wealth creation and preservation solutions. With a large percentage of Baby Boomers retiring to the tune of over 10,000 per day it's essential that they are aware of how to make the most of their investments as taxes will be heading higher, the market will only continue to be more and more volatile, social security payouts are at risk of reduction and the cost of living especially in the area healthcare expenses has never been experienced higher inflation increases."
The Hidden Wealth Solution is located at 250 International Parkway, Suite 145 in Lake Mary, Florida 32746. Consumers looking for help with their 401K/401K rollover, Roth IRA, retirement planning, investment management, and pension plan are encouraged to call The Hidden Wealth Solution at 407-478-1599 or 1-800-825-1766 Monday through Friday between 9AM - 6PM EST.
Chuck Oliver, owner and founder of The Hidden Wealth Solution, is a highly sought wealth management consultant and financial advisor in the United States His clients span from Florida across the United States while many follow him on the radio during his weekend radio shows in Orlando, Florida, Jacksonville, Florida, Tampa, Florida and Dayton, Ohio. Consumers can listen to him in Orlando every Saturday at 11AM EST and every Sunday at 1PM EST on News radio 93.1 WFLA. He can also be heard every Sunday at 9AM EST in Dayton on AM1290/News95.7 WHIO. In Jacksonville, he can be heard on News 104.5 WOKV and in Tampa on NewsRadio 970 WFLA both on Sundays at 11AM EST.
Consumers looking for help with their retirement tax savings such as information on tax deductions, deferred tax, savers credit, capital gains tax and general tax planning are invited to call The Hidden Wealth Solution. Their investment advisors can offer information on tax brackets, inheritance tax, and investment strategies.
Oliver added "Most consumers are not well versed in tax laws and the IRS. They typically don't realize how heavily their savings is subject to taxation. There are many websites that will give you a tax calculator, tax refund estimator or an income tax calculator. These online tools can help but what consumers won't find online is a site that can look at their entire investment portfolio and compare with their current income, expenses and age. It takes sitting with a registered investment advisor and spending time reviewing the past and predicting future expenses and return on existing investments. I always encourage people to look for registered financial advisors, so when typing into Google "financial planning near me" take a look at the website for the business and make sure they are legit and are qualified to help you as there is a significant difference in an advisor that helps one plan for retirement versus helping them plan at retirement."
To learn more about how the Hidden Wealth Solution can help, consumers are invited to participate in a complimentary webinar on Tuesdays at 11:00 am, 3:00 pm, 7:00 pm and 8:00 pm EST. To register for this webinar, consumers are asked to go online at: http://www.RetirementProtected.com.
For more information on The Hidden Wealth Solution or to discuss tax planning, federal tax returns, investing, retirement planning and wealth management services, investors can call 407-478-1599 or 1-800-825-1766 or visit online at http://www.thehiddenwealthsolution.com.
ABOUT CHUCK OLIVER
Chuck Oliver, Wealth Strategist is a national radio host, two-time best-selling author and the creator of The Hidden Wealth Solution. Chuck has had a front row seat in helping Baby-Boomers for almost a quarter century. He helps Boomers and business owners to get to retirement or to get through retirement better. Chuck is recognized in being one of the top half of 1% of all financial professionals in the world and he is a nationally acclaimed speaker, trainer and retirement strategist architect.
ABOUT THE HIDDEN WEALTH SOLUTION
The Hidden Wealth Solution, provides unique wealth building strategies that ensure that their clients' financial safety, liquidity and growth potential are secured. The Hidden Wealth Solution's aim is to optimize assets, maximize opportunities and enable clients to discover and uncover their hidden wealth. The Hidden Wealth Solution teaches clients how to safely and predictably avoid stock market losses with the ability to earn potential double digit, tax-free returns, even during the worst financial decade since the great depression. Their proven system emphasizes the importance of building your own personal financial solution for retirement peace of mind. To learn more about The Hidden Wealth Solution, go to http://www.TheHiddenWealthSolution.com.
SOURCE HIDDEN WEALTH SOLUTION
