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Eileen Voigt

Advisor Image
Eileen Voigt
Financial Advisor
.
BFA™
Part of the Lakefront Group practice
411 North River Road
West Bend, WI 53090
About Eileen Voigt
About Eileen Voigt

I am here to help women, families and pre-retirees in West Bend and Washington County make the most of what you have been given and invest in what matters most to you. In 2009 I worked with people who fell behind on their mortgages, often due to trying to navigate finances on their own. I saw the pain this caused, and I desire to help you not only avoid similar challenges but have financial clarity and live with generosity.


I will listen to your story and your goals. Then we will work together to find the tools to reach those goals and to protect you from life's storms.

 

Education & Credentials
Education & Credentials

B.S. Business Administration, University of Illinois, Urbana, IL

FINRA Series 7 General Securities Representative

FINRA Series 66 Uniformed Combined State Law

Life and Health Insurance Licenses

Behavioral Financial Advisor Designation

My qualifications
  • Bachelors of Business Administration/Management, University of Illinois at Urbana-Champaign
  • Behavioral Financial Advisor™
  • Series 7 - General Securities Representative
My state licenses
  • Florida
  • Illinois
  • Wisconsin

Insights

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Supplemental disability insurance: What it is and when you need it
Supplemental disability insurance: What it is and when you need itUnsure if you need supplemental disability insurance? Disability insurance through your employer only covers a portion of your salary, leaving a gap in financial support for your family, if you're unable to work for an extended period of time. Let's connect if you'd like to add an additional layer of income protection.
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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact me today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI See thrivent.com/social for important disclosures.
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Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared. Here are a few key things to keep in mind: • The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future. • Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts. • Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax. A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN
Office location
West Bend Location
411 North River Road
West Bend, WI 53090
Phone262-668-7081Hours

M – Th: 9 a.m. – 6 p.m.

Friday: 9 a.m. -- 2 p.m.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations