Welcome!
This checklist is designed to help you prepare for your first precious metals purchase. Check each item as it is completed.
Welcome!
This checklist is designed to help you prepare for your first precious metals purchase. Check each item as it is completed.
☐ Know your "why." Are you building a collection, preserving wealth, preparing for the future, or a little of each? Understanding your goal will help guide your purchasing decisions.
☐ Know your budget. Decide how much you can comfortably invest and whether you would like to purchase occasionally or build your stack over time.
☐ Know your metal. Decide whether to begin with gold, silver, or another precious metal based on your goals, budget, and available storage.
☐ Know how pricing works. Become familiar with spot price, premiums, shipping or delivery costs, and any storage fees that may apply.
☐ Choose a trusted seller. Purchase from a reputable dealer or company with a strong reputation and established relationships within the precious metals industry.
☐ Plan for secure storage. Consider where your bullion will be stored today and how your storage needs may change as your collection grows.
☐ Choose your first bullion product. Decide what you'd like to purchase and whether you'd like to make one purchase or build your stack through regular purchases.
☐ Complete your first purchase. Exchange paper currency for physical precious metals and begin your stacking journey.
✓ You Did It!
Congratulations! Your first precious metals purchase has been completed.
Remember to stay connected with your dealer or ambassador for educational resources, product updates, storage ideas, and ongoing support as your stack continues to grow.