Anticipate. Adapt. Protect.


Insulate family, business & lifestyle from systemic uncertainty.

Gordon Phillips

Independent Wealth
Preservation Consulting

I'm an Independent Wealth Preservation Consultant. I helped families and small business owners rebuild in the wake of the  2000, 2007 and 2020 crashes. I mentor my clients on how to manage the economic, litigation and lifestyle risks that threaten our financial health.

I sit upstream from conventional investment strategy. I work closely with you to protect your wealth from hidden risk and worst-case scenarios BEFORE you take it to the equity markets. I also show you how and when to move your nest egg out of harm's way.

Are you market-ready?

I don't manage your money, I mentor you on how to manage systemic risk. I begin with a painstaking Wealth MRI Risk Audit to assess your resilience to lifestyle disruptions:

  • Are you in control?
    Is your nest egg insulated from a market crash you can't predict or time? Are you free to pivot in real time in response to a sudden market shift?
  • Does your plan ensure continuity?
    How long can you and your family maintain current lifestyle standards during a sudden cash flow crisis?

  • Does your plan empower your family?
    Do you have estate, business transition and governance protocols in place?

  • Does your plan deliver dignity?
    Has a trusted person been designated to make decisions in your absence?

After I isolate the long-term obstacles in your path, we design a plan to balance the risks of protecting  your nest egg against the systemic risks of methodically growing it.

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. 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.

"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. 

Why work with an independent wealth preservation consultant?

#1  CLIENT HAS FULL CONTROL
The independent consultant (IC) sits upstream from project roles that carry potential conflicts. If an advisor has an incentive to keep your investments in play, your instructions to move, liquidate or restructure can be met with friction. But since the IC only charges a flat fee and does not sell products that earn commissions, you can always pivot instantly without complications.
#2  TRUE DIVERSIFICATION
The IC is free to educate and mentor you on building a personal wealth fund diversified with hard assets. Traditional planners are tethered to paper assets and custodial compliance rules, but an IC can assist you in deploying G&S as a hedge against counterparty risk and currency debasement. You then achieve a diversified store of value outside the banking system.
#3  BIG PICTURE PERSPECTIVE
The IC focuses on systemic and infrastructure risk, rather than standard asset allocation issues. While standard wealth managers focus on stock and bond paper allocations, the IC anticipates the macro risks that sit outside conventional wealth management. The IC focuses on asset tokenization, banking bail-in provisions, currency devaluation and digital ledger dependencies.
#4  UNBIASED MENTORING
Operating as an unlicensed mentor allows the IC to speak openly about systemic flaws. The IC can candidly share stories of unspoken investment risks, hidden debt traps and methodical loss of purchasing power. The IC is not stifled by corporate compliance scripts or standard sales pitches, because he is not limited by an employer's oppressive legal, compliance and marketing rules.
#5  SPECIALISTS ARE UNIFIED
On wealth firewall projects, the IC plays the role of a savvy task master who keeps legal, business valuation and tax experts aligned. As he sits upstream from roles involving market performance incentives and AUM fees, the IC anticipates friction and preemptively works with the business owner to ensure the structural blueprint is executed without complications or delays.
#6  STREAMLINED LEGAL
As an authorized LegalShield associate, the IC connects you same-day with dedicated in-state law firms for rapid document review. Whether you need quick evaluations of personal guarantees unwittingly tied to business loan agreements or want to ensure your estate planning documents are fully up to date and current, this direct access cuts through administrative drag.

Meet Gordon Phillips

Interview with Russ Thomas, RST Coaching Academy. 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
wealth preservation services

Hedge litigation, lifestyle & dollar risk to safeguard assets BEFORE taking your nest egg to market.

  • Guard wealth against bad market timing
  • Hedge systemic tokenization of your assets
  • Stress-test portfolio before a downturn
  • Protect your income if you can't work
  • Hedge your savings against inflation
  • Shield assets from lawsuits & creditors

Limit impact of business debt on your personal life.
Build personal wealth behind a firewall.

  • Prioritize the measures that matter most
  • Build a plan that holds through a rough year
  • Decouple personal assets from your business
  • Keep business afloat if a partner exits or dies
  • Push for reduction in guaranteed backing
  • Affordable in-state legal consults as needed

Know your place, what's at risk and what to do next as we transition to a new monetary system.

  • Create a plan for surviving a systemic shift
  • Spot your true place on retirement path
  • Identify your true liquid net worth
  • Design a plan to hedge asset tokenization
  • Discover your key retirement risks ...
    economic, legal, dollar, political, lifestyle

Scientifically attack debt - as NOT seen on TV!
Pay it off faster, less risk, no increase in income.

  • Simultaneously attack interest & 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 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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