Zachery Smith, Social Security Planning Consultant
Zachery Smith
Lead Advisor and Owner, Premier Financial Group, LLC
Professional Profile
Zachery Smith, RICP® NSSA®, is a trusted Lead Advisor and Owner at Premier Financial Group, LLC, located in Saginaw, Michigan. With a profound commitment to helping families achieve their financial goals, Zachery has dedicated his career to providing personalized, expert financial guidance. His journey into finance began at just seventeen, driven by a life-changing experience that showcased the transformative power of a financial advisor. After earning his Bachelor's degree in Business Management from Northwood University in 2020, he honed his skills at a firm in Mount Pleasant before partnering with his father-in-law at Premier Financial in May 2022.
As a holder of the NSSA® designation in Social Security planning, Zachery Smith brings specialized knowledge of Social Security planning to every client relationship.
Under Zachery's leadership, Premier Financial has flourished, with a focus on clarity, support, and empowerment for every client. He believes in the importance of making every client meeting valuable and strives to ensure that individuals leave feeling informed and confident about their financial futures. As a proud member of the Saginaw community, Zachery is deeply invested in the well-being of his clients and their families, and he approaches his role with genuine care and passion. Whether you're looking for guidance on social security planning, investment strategies, or comprehensive financial management, you can rely on Zachery Smith to deliver expertise with a personal touch.
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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.