top of page

Protect What You Value Most From Life Events

Father & Son

Insurance Planning Is A Crucial Planning Component Of An Overall Financial Plan For Several Reasons

Overall, insurance planning plays a crucial role in comprehensive financial planning by mitigating risks, protecting assets, ensuring healthcare coverage, providing income replacement, supporting business continuity, meeting legal requirements, and offering peace of mind.

Businessmen with Umbrellas

Call : 814-943-3660

Venn Wealth & Benefit Services, LLC, 210 E. Plank Road, Ste 1C, Altoona, PA 16602

©2024 Venn Wealth & Benefit Services, LLC

 

This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for information purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
 

Any strategy overviews are for descriptive purposes only and do not take into account particular investment objectives, tolerance for risk, financial situation, or needs. Not all strategies are suitable for all investors, and this is not a solicitation or recommendation of any investment strategy. All investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. For a complete description of investment risks, fees and services, review the Venn Wealth & Benefit Services, LLC ​brochure (ADV Part 2 brochure & Client Relationship Summary) which is available from your Investment Advisor Representative or by contacting Venn Wealth & Benefit Services, LLC.

 

Additional information about Venn Wealth & Benefit Services, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov.  Please note that registration as an Investment Advisor or Investment Advisor Representative does not imply any level of skill or training.

​

 

Privacy Letter

​

​

Contact Us

info@vennwealth.com

​

Mailing Address

210 E Plank Road, Ste 1C

Altoona, PA 16602

bottom of page