FINANCIAL RISK ASSESSMENT *
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Financial
Risk Assessment A medical MRI scans your body for the tiniest problems and abnormalities. And our Wealth MRI Risk Assessment analysis subjects your entire "financial body" to the same level of scrutiny. Imagine your entire financial world, from your most precious assets to the pennies in your pocket as your financial body. Just as a medical MRI detects blockages and constrictions, our Wealth MRI isolates debt blockages, cash flow constrictions and the hidden risks that derail retirement plans. HOW IT WORKS
We sort your data into 18 categories and then crunch your numbers using our proprietary financial survival algorithm. The result is a Wealth MRI Worksheet that pinpoints your true net worth and your key risks. We then show you how to use it as a go-to retirement planning tool. TARGET AREAS
WHAT YOU GET
YOUR TAKEAWAYS
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![]() Talk to Gordon Call (219) 802-5370 ... or complete this form
UNSOLICITED TESTIMONIALS "GORDON HELPED ME build a plan based on my personal risk tolerance. He gave me hope that I could provide for my family during good times and bad. The knowledge he provided will pay off for the rest of my life." ~ T.L. “GORDON HAS GIVEN me a sense of financial empowerment. I learned to manage my finances and plan for retirement on a modest budget, based on my personal risk tolerance. The knowledge I received will pay off for the rest of my life." ~ I.P. "I HIGHLY RECOMMEND working with Gordon. He allowed me to see my current financial reality right where I am, and no kidding. This practical, no nonsense approach to getting out of debt and building wealth is nothing that I have heard of anywhere else." ~ K.H. OUR PROCESS
OUR PROMISE
DISCLAIMER We do not provide personal trading, investing, tax or other financial advice. We function only as consultants and mentors. Do not invest funds you cannot afford to lose. Past performance does not guarantee future results. Seek the services of a licensed advisor. Read disclaimer ~> |
1 - Client Intake Form. With your cooperation and our promise of confidentiality, we collect only the information that you feel necessary. We then sort your data into 18 categories and apply our proprietary Financial Survival Algorithm to measure your exposure to critical risks.
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2 - Risk Assessment Form. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et Lorem ipsum.
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