Anticipate. Adapt. Protect.


Insulate family and business from systemic uncertainty and
lifestyle erosion

Gordon Phillips

Independent Wealth
Preservation Consulting

I'm an Independent Wealth Preservation Consultant. I helped families repair their damaged retirement portfolios in the wake of the  2000, 2007 and 2020 crashes.

I now help families and small business owners navigate the new normal. I mentor you on how to sidestep the economic, litigation and lifestyle risks that threaten our financial health. I work closely with my clients to build independent wealth funds and resilient retirement plans that combat inflation and attack any type of debt.

Are you retirement-ready?

I don't manage your money, I educate and mentor you on how to spot and manage your critical retirement risks.

After I isolate the landmines in your retirement path, we design a strategy to balance the risks of protecting your nest egg against the risks of methodically growing it.

I conduct a Wealth MRI Retirement Readiness Review to spot your pain points ...

  • Are you confident?
    Determine your true liquid net worth.

  • Are you in control?
    Insulate your nest egg from a market crash you can't predict or time.

  • Does your plan ensure continuity?
    Build asset firewalls to maintain lifestyle continuity during income shifts.

  • Does your plan empower your family?
    Structure seamless estate, business transition and governance strategies.

  • Does your plan deliver dignity?
    Give a trusted person the authority to make decisions for you in your absence.

In the process, I mentor you on how to use rule-based systems and common sense to spot hidden retirement risks, embrace your assets, stabilize cash flow and attack debt.

Schedule a 30m call with Gordon >

Questions?

"AFTER MY DIVORCE I was left with a portfolio that looked like a multiple-car pile-up. Some stocks quintupled over the five previous years and then fell to half of their original amount. I had to rub my eyes to believe it - it was insane and all new to me, and I didn't have a clue where to start. Gordon helped me get it organized and on track with profitable market trends. He was incredibly helpful." ~ Margaret L.

"I REMEMBER Gordon telling me when Clinton was president that big changes would soon come to America ... sounded a bit extreme to me then. He encouraged me to convert a good portion of my investments to silver which was $4 an ounce back then (Nov 2001). Today (Dec 2012) silver is eight times higher and the dollar only buys four cents. I guess it pays to be a realist."  ~ Dennis P.

“GORDON, I DON'T KNOW what planet you came from, but they must teach everything there that they don’t teach here. I can’t thank you enough for pulling my chestnuts out of the fire after the 07 crash. Thanks, my friend.” ~ Ron J. 

"I HIGHLY RECOMMEND working with Gordon. He allowed me to see my financial reality right where I am, and no-kidding. His approach to getting out of debt and building wealth is like nothing I have heard anywhere else." ~ Kathy H.

“WITH ALL THE CRAZINESS in the markets these past 20 years, I can’t imagine having made it into a comfortable retirement without Gordon. His analysis of my situation, which was pretty bad, combined with his methodical approach to growing my money still feels like a miracle. I am so grateful, there aren’t words.” ~ Meryl F. 

"I RECEIVED A GREATER education in monetary theory in a few hours (Wealth Weerkend webinar) than I did in years of public schooling." ~ John H. 

Meet Gordon Phillips

Gordon on his 35 years helping clients repair damaged retirement portfolios, risk management as the foundation of retirement strategy, problems with contingent forms of wealth, the specter of a Central Bank Digital Currency (CBDC) and collectible gold coin to hedge inflation and overreach.

Family & small business
risk management services

Wealth Preservation
Consulting

Hedge litigation, lifestyle and dollar risk to safeguard your assets BEFORE taking your nest egg to market.
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  • Hedge your savings against inflation
  • Shield assets from lawsuits & creditors
  • Build wealth fund market swings can't touch
  • Stress-test portfolio before a downturn
  • Protect your income if you can't work
  • Guard wealth against bad market timing

Wealth Firewall
Planning

Take steps to stop business debt from bleeding your assets. Build a personal wealth fund outside your business.
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  • Firewall personal assets from your business
  • Keep business afloat if a partner exits or dies
  • Build a plan that holds through a rough year
  • Prioritize the fixes that matter most
  • Push for reduction in guaranteed backing
  • Affordable in-state legal consults as needed

"Wealth MRI" Retirement
Readiness Review

Determine exactly where you are, what's at risk and what to do next on a proactive path to retirement.
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  • Discover true place on retirement path
  • Discover your true liquid net worth
  • Develop strategic wealth priorities
  • Create a retirement action plan
  • Spot your key retirement risks: 
    economic, legal, dollar & lifestyle

Dynamic Debt Deletion
Mentoring

Payoff your debt faster without increasing your income and without the usual risks of conventional methods.
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  • Simultaneously attack interest AND principal
  • Significantly shorten debt payoff timeline
  • Not a settlement plan, no negotiations
  • No damage to your credit report
  • No need to liquidate personal assets
  • Debt-to-income (DTI) ratio steadily improves

Books by Gordon Phillips

Gordon built this collection of checklists lists to make you think. As every dollar leaked from your budget could have been used to protect you and your family from litigation, lifestyle and dollar risk. 

The case for using physical gold to combat inflation is inarguable. This eBook breaks down the differences between rare gold coin and bullion as guardians of your nest egg's purchasing power.

50 unsolicited testimonials:
clients and students share their experience ...

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