Wealth Advisor
.- Bachelors of Finance, University of Wisconsin
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Accredited Portfolio Management Advisor™
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Arizona
- Colorado
- Florida
- Texas
- Virginia
- Wisconsin
Insights
A new job. A move. A marriage. A loss. A change of heart about retirement.
Our flexible approach helps you respond to change instead of being overwhelmed by it.
https://connect.thrivent.com/joshua-senkbeil
For disclosure information, see thrivent.com/social.
The good news? You don’t have to wait until RMDs begin to start planning.
Strategies like Roth conversions, charitable giving, wealth transfer and thoughtful income planning can help you manage the tax impact over time.
The earlier you plan, the more options you may have.
For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#RetirementPlanning #RMD #TaxPlanning #RetirementIncome #FinancialPlanning
Office location
West Bend Location
411 North River Road
West Bend, WI 53090
Phone262-338-7770HoursWest Bend, WI 53090
M – F: 9 a.m. – 5 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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.