Lake Mary, Florida Financial Advisor Wins Agent of the Quarter

LAKE MARY, Fla., April 25, 2019 /PRNewswire-PRWeb/ -- Charles Oliver, owner of The Hidden Wealth Solution, recently was awarded "Agent of the Quarter" by Resolute Capital Partners.

Oliver stated "I appreciate the recognition by Resolute Capital Partners. Financial planning is an art over a science in our ever-changing financial world. I can't educate clients enough about the importance of wealth management, strategic tax planning with marginal tax bracket management and the impact it has on retirement planning. Consumers are typically not aware of the significant difference in planning FOR retirement versus planning AT retirement along with the various tax deductions that can give them tax savings and especially with the tax cuts and Jobs Act Tax Reform. We coach clients so they can maximize their 401K's and IRA's and other retirement accounts. This is information they certainly won't find through the IRS."

Oliver and his team at The Hidden Wealth Solution help clients with personal finance, education of taxation laws and proven tax reduction strategies with having an internal tax team with a certified tax master of 32 years in conjunction with retirement planning, wealth management, financial planning, investment management and management of retirement accounts. For over 20 years The Hidden Wealth Solution has been helping clients with wealth strategy solutions, so they avoid losing their retirement or pension plan to taxation, stock market losses and inflation.

Oliver added "We work with Baby Boomers who have a pension or a 401K and have saved for years. Now that they are retired or about to retire many of them are unsure what the next steps would be when it comes to using and managing their retirement plans. Most people are unaware of how to best position and protect their wealth. My team and I educate our clients on saving taxes on their income, on their IRA's, on capital gains and what to do with their federal tax return. We answer questions like "What is a capital gains tax and how can I legally avoid it?" or "How do I calculate my tax bracket and how can marginal tax bracket management save taxes?" We have the best tax sale in Baby Boomer history and the sale will not last much longer. Now is the time to learn how to legally save the most tax and prevent becoming the Government's definition of the perfect retiree tax-payer. Retirement planning with Strategic Tax Planning is something that every Baby Boomer should be doing as saving taxes is controllable. You have to think with the end in mind. Start planning now on how to save and protect your wealth in getting financial advice from an experienced wealth strategist, registered investment advisor with a tax planning focus that can also play a instrumental role as a tax advisor so you can maximize your savings and reduce your taxation."

The Hidden Wealth Solution also works with clients who are still in the work force and building their retirement wealth. Their team offers retirement advice and personal finance consultation to help clients understand capital gains tax, tax rates, their income tax bracket, what is considered tax exempt, how to invest their IRS tax refund and more. Oliver stated "The younger generation, those just graduating from college, many of them are moving back home after college and starting their first job. They will be in better financial shape if they start investing in a 401K or a Roth IRA now as opposed to waiting. Pension plans are a thing of the past, we encourage consumers to seek the help of a financial consultant sooner then later, particularly for those who are in the middle of their careers. There is still time for those folks to benefit should they make changes to their savings plan." Those that are retired and especially those that are reaching age 70.5 or over can learn how to strategically remove the IRS from their IRA's resulting in major tax savings. Oliver added "The new Tax Reform will not last forever and the changing landscape of the political push for higher taxes is around the corner. The time to take advantage of saving taxes to secure the best retirement is right now."

The Hidden Wealth Solution is located at 250 International Parkway, Suite 146 in Lake Mary Florida. Their investment management staff is available Monday through Friday from 9:00AM – 6:00PM EST. Consumers looking for a financial advisor that can help with retirement planning or offer personal financial planning are invited to call The Hidden Wealth Solution at 407-478-1599 or visit online at: http://www.thehiddenwealthsolution.com.

In addition to working with clients and teaching them investment strategies, Charles Oliver is also a two time best- selling author and host of the weekly radio show, "Hidden Wealth Radio". Consumers can listen to Charles every Saturday or Sunday on the following radio stations: NewsRadio 93.1WFLA in Orlando, Florida on Saturdays at 11AM EST and on Sundays at 1PM EST, AM1290 News95.7 WHIO in Dayton, Ohio on Sundays at 9AM EST, Newsradio 970 WFLA in Tampa, Florida on Sundays at 11AM EST and on News 104.5 WOKV in Jacksonville, Florida on Sundays at 11AM EST or find all radio shows at http://www.thehiddenwealthsolution.com/hidden-wealth-radio/. Consumers can also engage with Charles when they attend one of his complimentary educational wealth protection webinars hosted each Tuesday 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 to: http://www.retirementprotected.com/

For more information on how The Hidden Wealth Solution can help with retirement planning, investing, investment strategies and retirement tax savings, consumers are encouraged to call 407-478-1599 or visit online at: http://www.thehiddenwealthsolution.com/.

SOURCE The Hidden Wealth Solution

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