Garman Investment Group - Retirement Income Planning

CONNECT

Address:

3815 River Crossing Parkway, Suite 180
Indianapolis, IN 46240

Phone:

(317)669-9962

Fax/Other:

(317)663-8147

Our Services

Investment Management

  • Associates of our firm develop, implement and monitor investment programs tailored to fit the unique risk tolerances and investment goals of each of our individual clients.

Retirement Planning (Individuals)

  • Planning for retirement needs is the major goal for many of our clients. We help clients plan for retirement by developing an investment program aimed to achieve their stated objectives. Consideration is also given to how cash flow, tax issues and estate planning will impact these objectives. Solutions are then integrated into the plan accordingly.

 

College Planning

  • The increasing costs of post-secondary education provide a financial challenge for many of our clients. Our firm provides several solutions for this need and works with the client to decide which tax-favored investment program may be the most suitable.

 

 

Estate Planning

  • Many of our clients are concerned with how trusts, probate and death taxes will affect their long-term financial goals. Our firm offers advice and education on how these areas will impact the client's investments and wealth transfer plans.

Comprehensive Financial Planning

  • Financial Planning is most effective when accomplished on a comprehensive basis. For these clients we prepare a plan that addresses all their financial concerns and ties them together into one integrated report.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck