CFP/CFA

Gold and silver for financial planners and advisors We will work with you to offer your clients a strong, service-based presence in the gold coin and bullion market

The economic uncertainty resulting from the on-going global financial crisis has generated significant interest in gold and the other precious metals among personal financial advisors and their clientele.USAGOLD offers a comprehensive and cost-effective program for CFPs wishing to offer their clientele precious metals in the form of coins and bullion. It addresses both your needs and those of your clients from first purchase through liquidation. Here is what we can do for you: Professional approach Since USAGOLD's inception in 1973, it has emphasized a low-key, knowledge-based approach to gold ownership -- a way of doing business that carries over to our relationships with financial planners and advisors. We do not, for example, solicit our clientele and we will not solicit yours. We fully understand the importance of client relationships and go out of our way to work within a framework acceptable to you. In short, your clientele -- whether they work with us directly or through you -- will receive the same level of client service that has made us a popular choice among discriminating gold owners. Gold ownership basics The pricing on all of our coin and bullion products is consistently competitive on the both the buy and sell sides of the transaction. Order fulfillment is quick and reliable. We offer the range of coin and bullion products for those wishing to take delivery. We also offer a trading and storage program that competes effectively with exchange traded funds, but offers a delivery option -- something absent in most precious metals ETFs. For more detailed information, we invite you to visit the following links:Investing in gold coins and bullion for deliveryTrading and storage program Client education, information services Our website, which you can navigate from this page, offers a wide range of informational services of benefit to you and your clientele. It includes initial education, daily news and opinion updates, and market monitoring services such as real-time price and charting features. The site is user-friendly and among the oldest and most highly-visited gold based pages on the internet. It caters to over one million visits monthly.We encourage investors to read The ABCs of Gold Investing: How to Protect and Build Your Wealth With Gold -- the widely read introduction to gold ownership written by Michael J. Kosares, the founder of USAGOLD. The book shortcuts the learning curve and provides solid grounding for first-time investors. Industry standing USAGOLD ranks among the top gold firms in the United States with several thousand clients and multi-millions in annual revenue. Founded in the 1970s, it is one of the oldest and most respected names in the gold industry. The firm's unblemished (zero complaints) record with the Better Business Bureau testifies to the exceptional customer service and professional excellence which sets it apart from the competition. In addition, the firm ranks as an industry leader in gold-based research and analysis -- an expertise we share with our clientele on a daily basis. Our Better Business Bureau rating and profile Retirement planning Retirement savings and investment are an integral part of the financial plan. Gold coins and other precious metals can be included in a self-directed individual retirement account or other retirement plans under a strict set of guidelines. We can help your clients establish precious metals positions within their retirement plans and make available our trust company and independent storage relationships so that their diversification takes place smoothly and safely from inception through liquidation (or delivery) for retirement. More High net worth Financial planners and investment advisors who manage high net worth private investors and family trusts will find our firm to be a good fit. High net worth investors have been an important segment of our clientele since the 1970s and, as a result, we have a good deal of experience in meeting their needs. USAGOLD has always attracted a certain type of investor -- one looking for a high degree of reliability and market insight coupled with a professional approach that emphasizes guidance and individual needs over high-pressure sales tactics. It is not uncommon for sophisticated gold owners to comment how happy they were to find us after their experiences with other gold firms. We routinely handle seven figure placements, but simultaneously do not have a minimum, so that you can test the waters if you like without going all-in. Final Word If you view gold ownership as an important aspect of your clients' long-term investment plan, you will want to work with a well-regarded firm that has solid experience, a good track record, and a strong commitment to client service. USAGOLD fulfills all three criteria. Our staff, including the "back office," have been with us for a long time and know how to work with you and your clientele in meeting individualized objectives. USAGOLD is one of only a handful of firms in the United States truly capable of meeting the needs of financial planners and investment advisors with the kind of professionalism and discretion required. We look forward to working with you and your clientele and invite your further inquiry.