Planning

Liquid Bullion Coin And Collectibles creates diversified, performance-focused Precious Metals and Rare Coin Portfolio Models. We offer this to give you a balanced mix of Bullion, World Gold and Numismatic Coins. Our portfolios are designed to achieve your financial goals, meeting or exceeding any other type of financial investment.

Our portfolio planning begins with a discussion to determine your goals and investment history. Once we establish this relationship and assess your personal investment objectives, we create a customized portfolio.

Our customer relationship goes beyond just planning. We continue to provide you with investment advice for your portfolio. We consult with clients on market situations and discuss whether they should buy, sell or adjust their portfolio. This continued investment partnership will help you meet your financial goals and will provide you new opportunities for high-return investments.

With each customer, we make sure to customize these investment portfolios to meet your individual financial goals. However, our recommended bronze, silver and gold portfolios are available for your inspection.