Interactive Risk Analysis

The Color of Money Risk Analysis assesses your financial picture and provides an overview of your risk preferences. You will receive a proprietary Color of Money score to assist you, your family and Anchor Financial Strategies when charting your course toward retirement. You may retake the Color of Money Risk Analysis to further understand how specific actions may affect your score. Feel free to share this link with family and friends. You will now be directed to an external page owned by Anchor Financial Strategies and operated by Gradient Financial Direct. For informational purposes only.

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.