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Advisors often work within a “niche” – tailoring services to a specific clientele. My favorite clients are widows looking for guidance as well as individuals and families interested in multi-generational tax and wealth transfer strategies. I guess you could say I enjoy working with people who want to keep what they and their loved ones have worked so hard to earn over the decades.
As a no-bull advocate for my clients, I look out for your best interests. First and always. For me, being able to help others is particularly enjoyable and fulfilling. Aside from sophisticated ongoing planning services, I regularly drop whatever I’m doing to help clients during major life events such as illnesses, deaths, career changes, and other difficult circumstances.
Those who know me best are keenly aware of how much of a voracious reader I am. I follow dozens of news sources daily. The best of what I find is often shared on LinkedIn or in my periodic newsletters. My social media content also features things beyond current financial insights – you might also see pictures of my family in addition to Ichthyology (I’m a fish nerd!) and some humor.
I believe in giving back when I can do so efficiently and with high impact. I enjoy providing pro bono financial planning services. I support and serve enthusiastically on the board of the Let’s Go Fishing with Seniors charity.
Along with my extensive financial planning experience, I have the following formal education and certifications:
- A finance degree from The University of San Diego with a minor in psychology
- A Certificate in Financial Planning from Southern Methodist University
- A Master of Security Analysis and Portfolio Management (MSAPM) from Creighton University
- I am also a CERTIFIED FINANCIAL PLANNER™ professional
Away from the office, I cherish spending time with my wife Allison and our four children. We love boating, fishing, traveling, and just being together.
I encourage you to check out some of my articles below if you want to learn more about me and what I do.
Thanks for taking a look, and I look forward to hearing from you!
-Tom Gartner, MSAPM, CFP®
If you know someone who is grieving, these rough notes may be helpful
Dance Like the Undertaker
How Ninety Pounds Changed Financial Planning!
A brilliant Seussian adaptation to an important topic
CHARTS AND INFOGRAPHICS
So excited with my new normal distribution device!
I literally just got 10 Trillion dollars in the mail
Eight late-stage college planning strategies you don't know about but should
Did you ever hear these sayings?
Times continue to change for the better
First World Problems & Alleviating Complexity
Discrimination (against the not yet wealthy) is Still Open and Common in Wealth Management
FINANCIAL AND ESTATE PLANNING
Stress Testing – What if I get killed in a car accident today?
Loving Equally and with Mathematical Precision
The Cabin Trust Solution
Schwab is now providing charitably minded clients a checkbook for their IRA's!
Why not have your cake and eat it too?
The Financial Football
The Million Dollar Meeting
The top 10 reasons someone actually seeks out (financial) advice
Sometimes Tom's Articles Bore Me...
The big data breach and you
BREAKING NEWS: NOT ALL HEADLINES ARE IMPORTANT
Another Day Another Fear Mongering Sales Pitch
PSA on Health Savings Accounts
Costco tip to maybe save you $400
Allison may hate this, but I think our maintained $4,000 SUV works just fine
Will your kid's or grandkids be going to private school?
Periodically the Share, Save, Spend program we do with our three oldest kids can be a little bit of a burden around our household.
I told a millionaire to think about taking out a car loan the other day
The World is Changing, Should Your Investments Change Too?
What is a "Hybrid Bond" Investment
The Dow just passed twenty-six thousand, should you sell?
When will the market crash?
Gut Check - Now that the market is high, it may be time to revisit the risk
If you bet on the end of the world and you "win", who are you going to collect from?
Knowing That We Don't Know
What to do with extra cash
On Market Timing and Risk Management
So, you are eligible for the company's 401k. Now What?
Lessons from the Bernie Madoff Scandal
The Pomposity of Investing
How to Make Money on Your Tax Payments in Retirement?
Tax Planning for 2018 to 2025
Decision Decisions – If you get to the bottom maybe you should convert some dollars to a Roth IR
Turning 70 can be a confusing time for investors
I'm Moving to a No Tax State, Do I Need A New Financial Planner?
An 8% Simple Return for Eight Years
Social Security tips from the Guru herself