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Thomas Gier Smith

Thomas D. Gier, CFEd®Founder

Thomas D. GierAs founder of StraightForward Wealth Management, Thomas Gier has helped families make better decisions about their investments and insurance for over 23 years, serving clients in Omaha, Nebraska and San Diego County, California.

Thomas Gier's clients represent a diverse group of successful families, individuals and businesses.

"I believe most people want to protect and insure their life savings and avoid unnecessary expenses," says Thomas. "Most people have no idea what the lifelong consequences are of even a couple of down years on their investments.

Protecting savings from losses is equally as important as gains when families enter retirement and even more so during the post-retirement period of their lives. While my advice is always at a fiduciary standard, I want all of my clients to understand every decision that's made or recommended."

Thomas has been quoted by a variety of publications, and recently appeared on ABC News 10 for an interview about home buying in San Diego County.

Thomas focuses on maximizing earnings on savings for his clients, while avoiding unnecessary risk and fees. In addition he provides referrals to attorneys and other professionals for catastrophic illness planning and post-retirement planning.

Education and Professional Certifications

  • Certified Financial Educator® (CFEd®)
  • Securities license — Series 65
  • United States Marine Corps, 1985-1990
  • University of Kansas, 1992

Areas of Practice

  • Retirement Planning
  • Estate Planning
  • Wealth Management
  • Insurance