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

Learning Center for Retirement Financial Planning

Educational Guides

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Generate guaranteed lifetime income with Fixed Annuities

Download Guide >
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How to Create your Own Personal Pension Plan

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Utilize Life Insurance and take advantage of all the benefits

Download Guide >
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Social Security Planning Tips  TO MAXIMIZE YOUR PAYOUT

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Tax Efficient Wealth transfer using Single Premium Life

Download Guide >
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Safe Money Snapshots ... a crash course into SAFE MONEY PLACES

Download Guide >

SAFE MONEY PLACES EDUCATIONAL WEBSITE

We define a "Safe Money Place" as one where your principal is protected from loss as long as you follow the initial contractual guidelines, and if you do decide to take your money and walk away, you know UP-FRONT what leaving early will cost. 
Which Places Are Safe?
  • Fixed Annuities
  • Life Insurance
  • Critical Illness Insurance
  • Savings Bonds
  • Banks and Credit Unions
  • Social Security​​
Financial Concepts and Math:
  • Safe Money Concepts
  • Financial Concepts
  • Basic Money Math
  • ​Frequently Asked Questions
Useful Resources:
  • Financial Dictionary​

USEFUL TOOLS AND RESOURCES

Calculators and Tools
  • Savings Bond Calculator
  • Social Security Retirement Planning Tool
  • Life Insurance Needs Calculator
  • Cost-of-Living Calculator
  • Financial Calculators
  • Social Security Calculator
Useful Websites
  • SavingsBonds.com
  • Safe Money Places 
  • ​Social Security Website​
Other Resources
  • ​State Annuity and Life Insurance Guaranty Funds Directory​

Contact Us:

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

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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.

© 2022 Copyright Venn Financial Solutions