Contact Anchor FS

Take the Helm

Right now is the right time to take control of your future. Together we will develop a cohesive and personalized plan by performing a risk analysis, assessing your income needs and establishing a timeline for your retirement. Call or email with any questions or to set an appointment.

jim@anchorfinancialstrategies.com

(415) 218-7678

Anchor Financial Strategies &
Insurance Services
3030 Bridgeway
Suite 240
Sausalito, CA 94965

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

Anchor Financial and Brookstone Capital Management link to Schwab Custodial Services. Click the image above to login and view your accounts.

Contact

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

Third Party Affiliates

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.