Anchor Financial Strategies & Insurance Services
Menu

​In Alliance with
​Brookstone Capital Management
​​​

Chart Your Course >>>

Risk-Managed Strategy

Our Brookstone CM Strategic + Tactical portfolio design templates are designed to remain relevant and effective throughout changing market cycles. These models are meant to help our clients stay focused on long-term investment strategies.
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

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
​
AdviorClient Web Link

Contact

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

Third Party Affiliates

Nationwide Logo
Picture
Brookstone Logo
Sausalito Chamber of Commerce Logo
Allianz Logo
American Equity 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 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.
  • Welcome
  • Services
  • About Us
  • Contact
  • Welcome
  • Services
  • About Us
  • Contact