Anchor Financial Strategies
Menu

Chart Your Course

Anchor Financial Strategies
​In Alliance with Brookstone Capital Management
About Us
Chart

Investment Strategy

Risk Level Assessment
​Ask about our RAISE 360, a diversified blend of strategic and tactical components managed in real-time with structured oversight and systematic re-balancing.
Sun

Retirement Planning

​Sunny days ahead.
​Coordinate your Social Security, 401k, IRA and your Non-Qualified Investments to maximize your benefits while ensuring you won't outlive them. Trust services available.
Key

401k and IRA Rollovers

Key solutions, tax-deferred.
​Rollover your retirement savings accounts into a variety of  investment strategies, helping to prevent unnecessary taxes, fees and penalties. 
Learn More
Raise 360 Graph
find out more

Maximize Your Social Security

Should you collect at your full retirement age? Delay?
​When you start is an important financial decision that affects your taxes and lifetime benefits from Social Security. 
find out more

Annuities for Life

Create a lifetime income stream. Share in the gains of the major markets for tax deferred growth with zero downside. Add Annuities to your portfolio for protection and diversification. 
find out more

Services

IRA and 401K Rollovers
Wealth Accumulation
Asset Protection
Annuities
Income Planning
Risk Assessment
​Retirement Timeline

Resources

Life Expectancy Calculator
​RMD Calculator
​FINRA Investor Tools
​Nasdaq Financial Glossary
Social Security Administration
AdviorClient Web Link

Contact

Anchor Financial Strategies
​3030 Bridgeway
Suite 240 
​Sausalito, CA 94965
​(415) 218-7678
About Us
Email Anchor FS

Affiliates

TD Ameritrade Logo
Brookstone Logo
Allianz Logo
Nationwide Logo
National Social Security Advisors Logo
American Equity Logo
Sausalito Chamber of Commerce Logo

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

​Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Anchor Financial Strategies are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. CRD #1618754 James Hausherr
 
© COPYRIGHT 2017 ANCHOR FINANCIAL STRATEGIES. ALL RIGHTS RESERVED.
  • Home
  • About Us
  • Contact
  • Home
  • About Us
  • Contact
✕