Venn Financial Solutions

Financial Sustainability for Retirement.
Call Us Today at 1-888-541-9180.

  • About
    • Our Firm
    • Our Philosophy
  • Retirement Income
    • Fixed Annuity
    • Social Security
  • Protection
    • Life Insurance
    • Long-Term Care
  • Safe Money Strategies
    • Personal Pension Plan
    • Wealth Transfer
  • Videos
  • Resources
  • Contact
  • About
    • Our Firm
    • Our Philosophy
  • Retirement Income
    • Fixed Annuity
    • Social Security
  • Protection
    • Life Insurance
    • Long-Term Care
  • Safe Money Strategies
    • Personal Pension Plan
    • Wealth Transfer
  • Videos
  • Resources
  • Contact
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YOUR CART

Customized Retirement Planning

GENERATE LIFETIME INCOME WITH A PERSONAL PENSION PLAN
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Welcome to Venn Financial Solutions

We are a financial and insurance services firm based out of Du Bois, Pennsylvania. We truly believe in educating retirees and pre-retirees about the importance of proper retirement income planning. It's never too late to improve your financial situation or enhance your financial goals.

Robert J. Knox and Joseph C. Zappia, III, CFEI, share with their clients knowledge and years of experience so they can make excellent decisions regarding their finances. You've worked hard for your money - now it's time to enjoy life and let your money work for you!
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We are a proud member of the safe money places Agent Network

Our Services

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  • ​Retirement Income
  • Financial Protection
  • Wealth Transfer ​​
  • Safe Money Solutions
  • Life Insurance​
  • Long-Term Care Options
  • Fixed Annuities

Where Does Your Retirement Plan Need Improvement?

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Financial Protection

Everyone should proactively protect their beneficiaries and their retirement funds from the high cost of end-of-life healthcare needs.  Also, it is wise to provide protection from the burden of high end-of-life taxation.  We can share with you a wide range of insurance products that provide solutions to help shield your retirement funds from both of these issues.
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Retirement ​Income

Are you ready to protect your money by avoiding market risk? If so, we will show you options which guarantee you reasonable returns while protecting your valuable retirement funds. Our solutions are considered "safe" because they offer guaranteed returns on your money with no risk of losing principal.
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PERSONAL PENSION PLAN

Many pre-retirees and retirees are concerned their 401(k), IRA, Social Security and Savings will not provide income to last throughout their entire retirement years.  The Personal Pension Plan "fills the income gap for life."
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WEALTH TRANSFER PLANNING

Proper Wealth Transfer is a financial concept that helps you preserve your nest egg and distribute it to your beneficiaries in the most tax-efficient manner possible. This helps your heirs avoid the dreaded "Tax Time-Bomb."
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Resources

consumer guide
CONSUMER'S GUIDE:
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How to Generate Lifetime Income with Fixed Annuities
Download Guide

ASK US A FINANCIAL QUESTION

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Everyone’s financial situation is unique and there is no such thing as a one-size fits all retirement plan. Ask us questions and get real answers. ​
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Contact Us:

Robert J. Knox and Joseph C. Zappia, III, CFEI
Venn Financial Solutions
1-888-541-9180

Need Help Making a Financial Decision?

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DISCLAIMER:

Altoona PA Financial Advisors - Robert J. Knox and Joseph C. Zappia, III, CFEI, of Venn Financial Solutions offer Investment Advisory Services through their registration with Venn Wealth & Benefit Services, LLC. A Pennsylvania Registered Investment Advisor.

Venn Financial Solutions and Venn Wealth & Benefit Services, LLC are not affiliated entities.

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

We do not warrant anything on this website, although we hope everything is accurate. We do not provide legal advice. We are not responsible for any independent decisions made from information found on this website or links provided to external websites. You need to conduct your own research and consult with a financial professional about your personal situation before making any financial decisions.

INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS:
We provide links from its website to various third party sites which may enable you to obtain locations and information outside of our control. We neither control nor endorse such other websites, nor have we reviewed or approved any content appearing on them. We do not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites.

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