Birch Gold Group
2021 Information Kit
Has your ﬁnancial advisor ever suggested that you purchase physical precious metals as part of a strategy to diversify your savings? In all likelihood, they have not. And, unless you ask them directly about physical gold or silver, they will probably never even raise the topic.
Diversiﬁcation is one of the most fundamental strategies for protecting your savings. So then what do most ﬁnancial advisors have against physical precious metals? The short answer is simple: In almost all cases, they cannot make commissions or fees from such a transaction. Instead, your savings would move out of the funds they currently manage for you – perhaps forever. Don’t expect your financial advisor to recommend any purchases that don’t benefit them. (It’s for this same reason that they wouldn’t suggest a fund from a rival brokerage.)
Additionally, ﬁnancial advisors are only licensed and trained to sell paper assets, such as stocks, mutual funds, cash and bonds. As discussed on the prior page, there are some “paper” versions of precious metals that they may try to sell you as an alternative, but just as with any paper asset, these are simply promises printed on a piece of paper.
It’s also critical to remember that for the most part, ﬁnancial advisors don’t understand or follow the precious metals market. They usually don’t know how to sell physical gold and silver and likely can’t advise you on all the options available for your purchase, let alone how various products diﬀer from one another.
DISCLAIMER: The decision to purchase or sell precious metals, and which precious metals to purchase or sell, is ultimately your decision alone. Purchase and/or sale decisions are highly individual and must be a function of each customer’s individual ﬁnancial situation, goals and risk tolerance. Birch Gold Group is not a ﬁnancial planner, investment advisor or retirement specialist. Birch Gold Group is not responsible for your decision to purchase or sell precious metals, or the timing or results of any such act (or failure to act). Any and all assistance Birch Gold Group may oﬀer or provide does not create a ﬁduciary relationship between you and Birch Gold Group. Any and all purchases and sales are made subject to your own research, prudence and judgment. Birch Gold Group does not provide tax, investment, ﬁnancial planning, retirement-speciﬁc or legal advisory services and no one associated with Birch Gold Group is authorized to render any such advice or service. Birch Gold Group is not responsible for any consequences of you purchasing precious metals for IRAs, trusts or other persons or entities, or for any changes in the laws relating to such purchases or sales. Any written or oral statements by Birch Gold Group, its principals, agents or representatives, relating to future events constitute opinions only, and are not representations of fact.