Venn Financial Solutions

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

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  • 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

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    WEALTH TRANSFER EXPLAINED

    It's time to protect your nest egg and your beneficiaries from the "tax time bomb". Learn how to transfer your wealth in a tax efficient manner. ​
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Download Guide >

Our Wealth Transfer guide will show you how to:

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Increase the size of your estate in a tax efficient manner
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Protect your beneficiaries from being bumped up into a higher tax bracket
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Avoid the “tax time bomb” that occurs upon your death
Download Our Guide >

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.

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