We have the entire world of investing tools at our disposal as opposed to the limited set of proprietary tools most firms use. This means working together to build a one-of-a-kind strategy for each and every client we serve. Based on our core values, we are committed to always act in our client’s best interest.
In these unprecedented times, we must make sound financial decisions based on the things that we know. At Venn Financial Solutions we know that when the financial landscape changes, the tools we use must change to remain relevant. We know that while the world of finance is filled with compromises, our client’s goals can never be compromised. Above all else, we know that our clients and our business will continue to succeed so long as we embody our three core values; wisdom, empathy, and experience.
Legacy planning is an important planning strategy that helps secure how you will pass along your hard-earned retirement savings to your family and/or friends upon your passing, with the lowest tax liability possible. Venn Financial Solutions can show you how to leave a legacy to your children, grandchildren, and great-grandchildren, with minimal taxes due.
Living trusts allow you to retain control of the trust while living, pass on guardianship if ever you become incapacitated or unable to make decisions for yourself, and eventually transfer the trust onto your heirs so they by-pass probate. Should you wish to integrate this simple method of passing your estate to your loved ones, please contact Venn Financial Solutions to learn more.
401K and IRA
Let us help you turn your nest egg into a “golden egg” that keeps providing for you. Venn Financial Solutions specializes in retirement planning. Our agents and advisors can help you roll over your retirement savings accounts – thus helping you avoid unnecessary taxes, penalties, and fees – and build a comprehensive retirement plan. Whether you have a 401(k), pension, 403b, IRA, or 457, Venn Financial Solutions advisors and agents can help you create the plan you need to reach more of your retirement goals.