Anchor Financial Strategies & Insurance Services
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Jim Hausherr
jim@anchorfinancialstrategies.com
(415) 218-7678

Investment goals are unique to each investor.​​
​Which is the best strategy for you?

​Jim Hausherr is an Investment Advisor Representative with over 30 years of customer service experience. He believes communication is key to finding the best solutions for your financial needs. Jim has teamed with Brookstone Capital Management to offer a full selection of investment strategies.

Jim has the know-how to explain risk-appropriate investing in terms that are easy to understand. 

​Just ask.
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Investment Strategy

Risk Level Assessment
​Ask about our RAISE 360 platforms, diversified blends of strategic and tactical components managed in real-time with structured oversight and effective systematic rebalancing.
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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.
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401(k)s and IRAs 

Key solutions, tax-deferred.
​Rollover or transfer your retirement savings accounts into a risk appropriate, well diversified portfolio, free from proprietary funds and sales quotas. 

As independent advisors we offer guidance and investment solutions based solely on your best interests.
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Services

Asset Protection
Wealth Accumulation

IRA and 401K Rollovers
Annuities
Long Term Care
Income Planning
Risk Assessment
​Retirement Timeline
Trust Services

Resources

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

Contact

Anchor Financial Strategies & Insurance Services
​3030 Bridgeway
Suite 240 
​Sausalito, CA 94965
​(415) 218-7678

Third Party Affiliates

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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 and Insurance Services 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.

For a complete description of investment risks, fees and services, review the Brookstone Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Brookstone Capital Management.
© COPYRIGHT 2020 ANCHOR FINANCIAL STRATEGIES AND INSURANCE SERVICES. ALL RIGHTS RESERVED.
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