Tom Scott
Senior Subject Matter Expert
A Clear Next Step for Your Retirement
Your Precious Metals IRA.
Made Simple.
Physical Assets. A Clear Process. A Team You Already Know.
Explore whether eligible retirement funds could become a Precious Metals IRA. Our sales administration handles all of the paperwork, so you can focus on understanding your options and choosing the right path.
Complimentary Conversation No Obligation
Your IRA
Account & Paperwork
Team-Coordinated
Segregated Storage
Your Metals. Your Holdings.
You Focus on the Decision.
We Coordinate the Details.
Trusted Standards. Personal Support.
Coin Grading
Coin Grading- Segregated Storage
- 24/7 Advisor Access
- Quarterly Statements
- Paperwork Handled
Your Path, at a Glance
Five Steps. Support at Every One.
A Conversation With Our Team Comes First.
Here Is What Follows if an IRA Is Right for You.
- 01Account Setup
Open Your Account
Open your account with our trusted custodian, Heritage IRA. ASG Sales Administration handles the account-opening paperwork for your review and signature.
- 02Learn & Choose
Education & Selection
Learn how a Precious Metals IRA works. Review eligible metals, product choices, pricing, and your goals with your Advisor before making your selection.
- 03Transfer or Rollover
Funding
Fund your account through an eligible transfer or rollover. ASG Sales Administration coordinates the paperwork; your account and plan rules determine the right path.
- 04Segregated Storage
Depository
Your IRA metals are delivered to an approved depository and held in segregated storage, separate from other clients' holdings. Our team coordinates the storage logistics.
- 0524/7 Support
Ongoing Care
Enjoy 24/7 access to your dedicated Advisor, quarterly statements, and ongoing support for account questions, future purchases, and distribution or selling decisions.
Swipe to explore all five steps.
Less Paperwork on Your Plate
Your Decision.
Our Coordination.
From opening the account to moving eligible funds, our sales administration prepares and coordinates the paperwork with Heritage IRA. You review and sign the required documents and approve the decisions.
Our Trusted Custodian
Heritage IRA
Custodial account administration and processing.
Your Paperwork Support
ASG Sales Administration
Document preparation, coordination, and follow-through.
From Our Latest Insight
Know the Essentials.
Then Take Your Next Step.
Three takeaways from our guide to getting started with a Precious Metals IRA.
Read the Full Getting-Started Blog- 01
Three Roles. One Coordinated Process.
The custodian administers your IRA, ASG helps with the precious metals purchase, and a depository holds the metals. Each has a distinct role.
- 02
How You Move the Funds Matters.
Transfers and rollovers have different rules. A direct route may avoid taking possession of funds; eligibility and tax treatment depend on your situation.
- 03
Not Every Metal Belongs in an IRA.
IRA purchases must meet applicable product and purity requirements, with specific exceptions. Eligible storage matters just as much as selection.
People Behind the Process
Meet Your Advisory Team
Expert Guidance and Hands-On Administration, Working Together for You.
Johnny Johnson
ASG Advisory Team
Jazmyn Martinez
Head Sales Administrator
One ASG team, supporting you from the first conversation to the paperwork and beyond.
You Do Not Have to Figure It Out Alone
Let's Talk About
Your Next Chapter.
Bring your questions. We will help you understand your options and what getting started would look like for you.
Schedule My IRA Conversation (opens Calendly in a new tab)Prefer to Call? (346) 680-5015
Complimentary. No Obligation.