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.

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