Meet your new risks
If the lockdowns changed our world, shouldn't our financial plan change too?
Gordon Phillips is an independent consultant for Woodmar Equity Group.
Independent Wealth
Preservation Consulting
I am an Independent Wealth Preservation Consultant and "financial unplanner". I helped victims of the 2000, 2007 and 2020 crashes repair their damaged retirement portfolios.
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 debt.
I also mentor small business owners on how to prevent business debts backed by personal guarantees from bleeding their house, their savings and their retirement funds.
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Are you retirement-ready?
I don't manage your money, I educate and mentor you on how to 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 ...
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Are you confident?
Know your true net worth and your actual place on the retirement map. -
Are you in control?
Protect your nest egg from a market crash you can't predict or time. -
Does your plan ensure continuity?
Build a backup plan to cushion the blow if you lose your primary income. -
Does your plan empower your family?
Ensure your family is prepared If you suddenly become unavailable. -
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 strategically attack any type of debt.
Questions?
Bring questions to our Sunday night call ...
ZoomWithGordon.com at 7p EST
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Or send questions via form below.
"GORDON HELPED ME outline a plan based on my personal risk tolerance. He gave me hope I could provide for and protect my family during good times and bad. The knowledge provided here will pay off the rest of my life." ~ Ted L.
"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.
"I NEVER DREAMED IT was possible to get rid of $260,000 debt in just seven years on my same income by attacking my bills scientifically. They should teach this amazing technique in school. I recommend you to everyone. " ~ Marty D.
----- Yes, Marty really did complete Gordon's payoff plan. But results may vary based on a person's circumstances and discipline.
"WHAT A BRAIN FULL. So glad I signed up. If they taught this in college they'd go out of business because nobody would need them.
Very cool." ~ Annie O.
“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 (in Gordon's Wealth Weerkend webinar) than I did in years of public schooling." ~ John H.
50+ unsolicited testimonials below
from Gordon's clients & students ...
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
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
Take steps to stop business debt from touching 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
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
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 settlment 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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