David Garman

Financial Advisor at Garman Investment Group

Scottsdale, Arizona

Quick Answer

David Garman is a licensed independent financial professional at Garman Investment Group in Scottsdale, Arizona with 35+ years of experience. Specializing in Retirement Income Planning, Asset Protection, Tax Minimization. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact David Garman in Scottsdale, Arizona

Phone: 317-698-8830

Email: [email protected]

Areas of Expertise in Scottsdale, Arizona

Retirement Income PlanningAsset ProtectionTax MinimizationFiduciary PlanningSocial Security PlanningAnnuitiesWealth ManagementFederal EmployeesTax Planning

About David Garman — Scottsdale, Arizona

Licensed Independent Financial Professional · 35+ Years Experience · SafeMoney Certified™

David Garman is a Scottsdale, Arizona-based retirement income specialist with over 35 years of financial services experience. Registered as a financial advisor since 1987 and formerly Vice President with Smith Barney, David brings institutional-level expertise to independent retirement planning for families across Arizona, Indiana, Washington, and Utah. ### Retirement Income Planning in Scottsdale, Arizona David's practice is built around one mission: making sure his clients never run out of money in retirement. As a fiduciary with an active Series 65 Investment Advisor license, he is legally required to act in your best interest at all times. His three-pillar approach — asset protection, guaranteed retirement income, and tax minimization — addresses the core financial risks retirees face in today's environment. ### Safe Money Alternatives and Asset Protection With decades of experience spanning bull and bear markets alike, David specializes in safe money alternatives that protect your...

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Frequently Asked Questions About David Garman & Financial Advisors in Scottsdale, Arizona

What services does David Garman offer?

David Garman at Garman Investment Group offers Retirement Income Planning, Asset Protection, Tax Minimization in Scottsdale, Arizona. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is David Garman SafeMoney Certified?

Yes, David Garman is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.