ESRAM Retirement and Estate Planning

Some of our clients at Eagle Stark Regal Asset Management (ESRAM) approach us in search of an overall financial strategy. Others have one specific goal in mind, such as funding higher education, retirement or estate planning. Just as we do with our investment management services, we begin with the fundamentals, concentrating on aims and objectives and what the current financial position is. At ESRAM, we design strategies that take into account all aspects of client finances, especially, investments and insurance.

Whilst retirement planning can begin at any stage of your life, it is frequently the case that clients approach us when they have had a retirement payout and are looking for the best ways to manage their money, either before or during their retirement.