Phase 4 · Transactional Execution

Begin the Engagement

Engagement begins with a consultative dialogue — never a high-pressure sales call. The pages below are the starting points for the two execution paths the firm supports: a precious metals IRA (rollover or new account) or direct ownership (delivery or vault).

Curated Starting Points

• Start a Conversation

  A consultative call with a specialist. No scripts, no arm-twisting.

• IRA Engagement Path

  The starting point for a self-directed IRA rollover or new account.

• Direct Ownership Path

  Buy bullion for delivery or professional vault storage.

• Bullion Selection Guide

  Sovereign coins versus institutional-grade bars — what fits your goals.

• Gold IRA Cost Anchor

  Concrete cost expectations for the IRA path, anchored to the Written Bond.

• Pre-Engagement Checklist

  Confirm what's in writing before any wire moves.