" You don't need to have all the answers,
You just have to know whom to ask. "

Borg-Warner Automotive

For close to two decades we have been hosting off-site financial and pre-retirement educational workshops* to educate individuals on the preparatory steps that should be taken to help ensure a financially independent retirement.


"In working with employees over the years, I have found that many employees are confused and paralyzed when it comes to doing retirement or financial planning. There have been so many benefit and legislation changes over the years that they often don't know where to begin. One of the most rewarding events for me as a financial advisor is to work with employees and design strategies to help reduce their anxiety by preparing a financial blueprint of their situation. This blueprint incorporates our spending distribution model that strives to give the employees a snapshot of their financial picture today, and through retirement. By including all the benefit pieces such as social security, pension, LUERP, and 403B we are able to come up with a common denominator that helps to combine all of these pieces together. After the blueprint has been reviewed our goal is to have all employees have a clearer view of their current financial picture and retirement cash flow. I often hear that people feel like the fog has been lifted and that they feel more at ease” - Joseph Schoenhardt


The Process for Borg-Warner Automotive Employees

Education - It is Infinity Financial Concept's goal to provide you with direction so you can make informed decisions in establishing a financial foundation for retirement.

Discovery - We pose thought provoking questions about retirement that you may have never thought to ask before, we help you gather the necessary documents and we create the Blueprint which is based on your needs and dreams.  Click here for a list of necessary documents.

Blueprint Development - Your blueprint is drafted to incorporate your existing portfolio pieces to provide you with a snapshot of your income needs during retirement.

Analysis - We analyze and assess your current financial position and evaluate whether or not changes need to be made to reach your retirement income goals.

Guidance - We guide you through our recommendations of the necessary steps for you to take to ensure that you are on the right path to better meet your retirement needs.

Act - You've worked hard to create your nest egg, we've worked hard to help you understand your nest egg, it's now time for you to act.


"It's Hard To Plan Effectively When Confused"

The following questions are the most frequently asked questions from our workshops:

  • Should I stop putting money into my 403b during these tough economic times?
  • How long will I have to work?  Will I ever be able to retire?
  • How much money will I need each month in retirement?
  • Will I run out of money in my retirement?
  • What roles do my employer retirement benefits play in planning my retirement?
  • Is a Roth IRA conversion a smart move for me?

If you have been wondering about these or any other retirement related questions, please use the "contact us" link above to send us an email and your questions. You can also download our worksheet of important questions for you to answer when preparing for your retirement, click here for the worksheet.


Infinity Financial Concepts Advisors are independent financial advisors affiliated with Securities America America, Inc. As independent advisors we do not have limitations or requirements to use any specific investment product or solution; this allows us to create customized financial plans designed to provide income and growth for our clients.

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