The Hidden Wealth Solution - Lake Mary (FL)

5 /5 Ed Stephan: My wife of 57 years has a degenerative disease, and it tears me apart emotionally to see her suffer. It also keeps me very busy tending to her needs. I know she will need Medicare coverage in the near future. However, getting qualified to receive available coverage can be complicated, involving critical limits on funding, accuracy and timing. The Hidden Wealth Solution referred an expert well suited to my situation almost immediately. I am very pleased with their experience and professionalism and I look forward to enjoying the solutions they offer.

5 /5 Paul Tambrino: Since I’ve only been with Chuck Oliver and his Hidden Wealth Solutions team for only a couple of months, these remarks are delimited to my overall personal experiences with them as it is to soon to address any financial returns. The problem with all postings of this type is that the superlatives become the norm and the readers make their own subjective interpretations. Please do not do that, because in the case of Chuck and his team ALL the superlatives are merited. They take a sincere interest in their clients, are quick to answer phone messages and emails and work efficiently as a team keeping the client fully informed. They never appear hurried and they make one feel like s/he is their most important client; even Chuck is never too busy to respond. I’ve mentioned to them that in the few months I’ve been with Hidden Wealth Solutions they’ve spent more time getting to know me and they hold to a higher degree of integrity than any of the other investment firms I’ve dealt with in the past. In short, I view all the members of the Hidden Wealth Solutions team as outstanding fiduciaries who who bring credit and distinction to the investment industry. It is a pleasure to submit these comments which are submitted without reservation.

5 /5 George ROTHERMEL: My wife and I recognized we would need professional financial help with taxes as we edged closer to retirement. We interviewed several different financial advisers and focused on four main topics: 1) Tax avoidance strategies for money accumulated in taxable retirement accounts. 2) Optimal Roth conversion methods/timings 3) Portfolio management, and 4) Guidance to social security/medicare, and related retirement benefits. Eighteen months ago, we selected Hidden Wealth Solutions and they have met and exceeded our expectations. We have been presented with several tax avoidance strategies, have a phased plan for Roth conversion, portfolio management has matched our risk tolerance and provided returns that have aligned with expectations, and we have begun discussions on social security planning. We would highly recommend Hidden Wealth Solutions for retirement planning needs.

5 /5 Tom Peters: They genuinely care about our financial future. When I have concerns they are quick to set up a call to address them. Having been in the service industry for 40 years, I can personally attest they strive to deliver the highest level of management service. For anyone thinking about employing The Hidden Wealth Solution, make any appointment. They dont pressure you and I believe it will be time well spent! Tom Peters

5 /5 Clint Duty: Weve been working with The Hidden Wealth Solution for just over a year. We appreciate the options for portfolio diversification and reducing risk as we enter our retirement years. The team is available when we have questions or need assistance. We appreciate the honest feedback and discussions. I enjoy reviews with Adam and always come out learning something new though our meetings. No hard sales pushes for specific investment options.