Anchor Financial Strategies

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.

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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.

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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.

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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

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.