Zachary Kountz, Social Security Planning Specialist
Zachary Kountz
Vice President, Swisher Financial Concepts, Inc
Professional Profile
Zachary Kountz, Vice President at Swisher Financial Concepts, Inc. in Ohio, is a respected professional and trusted advisor dedicated to guiding clients through life’s expected and unexpected transitions. With a passion for empowering individuals to enjoy their lives while strategically planning for the future, Zach’s life-centered approach to financial planning sets him apart.
As a CERTIFIED FINANCIAL PLANNER™ practitioner with a Bachelor of Science in Financial Planning from Franklin University, Zach combines extensive knowledge and analytical skills to provide reliable guidance during pivotal moments such as retirement, starting a family, or navigating challenging circumstances like job loss or health crises. His active membership in the Financial Planning Association underscores his commitment to continuous learning and excellence in the field of financial advising.
As a holder of the NSSA® Social Security certification, Zachary Kountz brings specialized knowledge of Social Security planning to every client relationship.
Residing in Westerville with his wife and son, Zach is not only dedicated to his clients but also to his community, where he engages in meaningful volunteer work. For exceptional expertise in social security planning and personalized financial strategies, turn to Zachary Kountz—a dependable choice for anyone seeking expert advice in Ohio's financial landscape.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.