Additional Information

  • Categories: Financial Advisors & Planners, Financial Service Organizations, Accountants & Tax Services
  • Products: Financial planning
  • Services: Wealth management, Retirement planning, Tax planning, 401K planning, Pension planning, Roth IRA planning, Stock market investing, Tax preparation, Health Savings Account (HSA), 529 Plan, Flexible Spending Account (FSA)
  • Specialties: Retirement planning, Baby Boomer retirement, Wealth management
  • Languages: English
  • Associations: Seminole County Regional Chamber of Commerce

About Us

  • The Hidden Wealth Solution offers wealth strategy solutions to preserve retirement accounts including 401K's, IRA's, pension plans and other investments you may have. Our top financial planners in Lake Mary, Florida help clients address concerns on taxes, the stock market and the best ways to invest. We can answer questions on wealth management, tax brackets, financial planning for retirement, how to calculate taxes and more. We help Baby Boomers to preserve their retirement accounts and consider ways to invest so they can take advantage of tax breaks.