For families
Helping a Parent or Spouse With Their Gold IRA
Many people first contact us on behalf of someone else — a parent, a spouse, a relative who bought precious metals for their retirement and cannot get a straight explanation of what they own.
How it works
Starting the conversation
Step 1
Gather what you can find
A recent custodian statement or a dealer invoice is enough to begin. Missing paperwork is normal.
Step 2
Request an appointment
You can request the review yourself. We will contact you to agree a time that suits everyone.
Step 3
Include the account owner
The owner may need to authorize discussion of private account information, so it helps if they can join.
Step 4
Review together
We explain the holdings, the original pricing and the current valuation figures in plain language, at whatever pace is comfortable.
No pressure, ever
Nobody will be sold anything
We do not sell Gold IRAs or precious metals. There is no obligation to buy, sell, transfer or change anything, and there is no follow-up sales campaign.
For families
You Don't Need to Be an Expert to Help Someone You Love
Bring whatever paperwork exists. We will help both of you understand what it says.
No obligation to buy, sell, transfer or change anything.