Motorola Retirement

For the last fifteen years I’ve specialized in helping corporate folks create a strategy that allows them to spend more time doing the things they love. One of the things we’ve found is that when people retire from Motorola they often go through a “honeymoon” period for awhile & then start thinking about what they really want to do next. I enjoy helping Motorola Execs figure out what they want to do the rest of their lives.

My Photo
Name:
Location: Schaumburg, Illinois (888)467-8593, United States

After struggling with his weight for more than twenty five years, in Nov 2004 Mark McKenna Little made up his mind that being unhealthy was no longer acceptable. Through sensible eating and increased physical activity (absolutely NO drugs or surgery) he lost 140 pounds and now does four triathlons per year. Early in 2007 he challenged a group at his church that if they were serious about losing more than forty pounds each... he would mentor them to make a total body transformation. SO, THE 2007 FITNESS RACE WAS BORN... Mark Little owns an unrelated business, which he operates, but is mentoring 15 individuals to make similar health and fitness transformations in their lives by September 30, 2007. Many of those in this group have well over 40 pounds of excess weight, but have set a goal to get light enough to do the 2007 Accenture Chicago Triathlon with Mark on August 26, 2007. FOLLOW THEIR STORIES BELOW

Friday, August 04, 2006

What Financial Services Do Motoral Execs Want and Need?


It depends, working with an advisor is not for everyone. Some Motorola people are do-it-yourselfers... some are financial delegators. For those who can delegate and are willing to follow the advice of an expert, working with an advisor is an option.

Our clients receive comprehensive financial & life Planning as well as asset management. What that means is that we manage your money, we coordinate all your advisors & make sure they’re working in harmony, we do your taxes, we review and create your estate plan, we give advice on cash flow and debt, we advise you on the right types and amounts of insurance for your situation, and we negotiate for the best deals for all your cars, and orchestrate all the arrangements, to make it easy for you.

Our clients meet with us every four months with four simple agenda items; we review your step by step plan of action to measure your progress benchmarked against your goals, we ask you to update & review a life satisfaction survey to help create a positive vision of your future, we give specific advice and guidance on ways for you to make smart choices about your money and increase the probability that you will accomplish all the things you decide to do.

0 Comments:

Post a Comment

<< Home