Private invitation for financial-planner principalsTen founding seats · Compliance first
The Founding Financial Planner Rare-Coin Council

Your clients trust you. I bring the coin desk they do not have.

A private, evidence-led partnership for advisers whose suitable clients already collect, own gold, or want a carefully limited tangible-asset position. You retain the relationship. I supply fifty years of rare-coin judgment, a documented opportunity, the client briefing, and the exit architecture.

Request the private briefing Call 603-293-6074
154Certified MS-65 Saints
$1MComplete portfolio price
10Founding planner seats
50+Years of coin-market experience
The missing specialist

Do not send a good client into the retail coin wilderness.

When a substantial client asks about rare coins, most planning firms have no grading expertise, acquisition discipline, provenance review, pricing framework, or exit plan. The business—and the relationship intelligence—goes somewhere else. This council closes that gap without turning the adviser into a coin salesperson.

01

You keep the client

You remain the financial adviser. I do not replace you, solicit unrelated assets, or interfere with assets under management.

02

I operate the coin desk

I lead education, diligence, acquisition analysis, documentation, presentation, buyer matching, and exit planning.

03

Every decision stands alone

No pooled fund. Each suitable client decides individually and owns specifically identified physical assets.

The inaugural opportunity

One portfolio. 154 stories. A disciplined release strategy.

The council’s first case study is a complete portfolio of 154 PCGS- and NGC-certified MS-65 Saint-Gaudens Double Eagles offered at $1 million, subject to verification, availability, inspection, provenance rights, and final written agreement.

Evidence Vault™Inventory, cert numbers, actual photography, ownership and permitted provenance language.
Value Map™Basis, comparable evidence, modeled retail ranges, costs and release priorities.
154 Stories™Truthful coin-by-coin narratives built for collectors—not wholesale liquidation.
Buyer Matching™Relevant coins for relevant collectors; no indiscriminate blasting.
Profit Ledger™Inquiries, offers, expenses, commissions, completed sales and remaining inventory.
What arrives before money moves

The proof stack.

  • Exact inventory and third-party certification numbers
  • Actual coin photography and inspection opportunity
  • Ownership, provenance, and endorsement-rights review
  • Current comparable-sale evidence and disclosed spreads
  • Storage, insurance, custody, liquidity, and exit considerations
  • Written conflicts, fees, compensation, returns, and cancellation terms
  • Independent legal, tax, compliance, and valuation review encouraged
Economics without camouflage

Reward alignment only when it survives daylight.

A founding-planner arrangement may provide up to 25% of collected gross profit attributable to protected clients—but only when lawful, approved by the planner’s firm and compliance professionals, disclosed to the client, and documented in writing. If transaction compensation is not permitted, it is not disguised or paid.

Downside caseCapital, time and liquidity riskGold, premiums, provenance demand, absorption, expenses, or timing may disappoint. Loss is possible.
Operating caseMeasured coin-by-coin releasePatient segmentation and retail storytelling seek premiums above the portfolio’s average basis.
Aggressive target$2M net proceeds in one yearA planning scenario—not a promise or appraisal—requiring evidence, demand, cost control, and execution.
Client-protection rule: no client names, documents, account data, or funds are requested during the initial conversation. The planner’s compliance process comes first.
One decisive next step

Bring one skeptical compliance professional.

Schedule a private 15-minute fit call. We will test the structure, the evidence requirements, your firm’s rules, and whether even one client profile is appropriate. No client information. No commitment. No pressure.

Text “PLANNER COUNCIL” to 603-293-6074
Promotional and educational material only. Not legal, tax, financial-planning, or investment advice. Rare coins and gold can decline in value and can be costly or difficult to sell. No return, resale price, buyer, or timetable is guaranteed. All inventory, certification, ownership, provenance, market comparisons, expenses, compensation, and transaction terms require independent verification and final written agreement. Five percent of Pastor David Vogel’s gross profits from a completed transaction originating through this campaign is pledged to Saving Children.