For more than 20 years, we have been serving our Muncie, Indiana community. The people we serve are not just clients; they are our friends and neighbors, and we treat them like family.Learn More
We are committed to serving our clients and as an independent firm, we aren’t tied to any proprietary products or companies. We remain objective.Learn More
We want you to feel confident in your future. We provide easy-to-understand education and ongoing advice, guiding you through the maze of investing and financial planning.Learn More
Financial Advice for Life's Journey
Without a plan, your journey toward and through retirement can be difficult. Having strategic investment and financial strategies in place with a supportive team guiding you, may help make your journey less strenuous.
At David P. Gilliam & Associates, we understand how overwhelming and complex the world of finance and investing can be. As you face a number of questions and concerns, it’s crucial that you work with an experienced financial professional you trust and with whom you feel comfortable sharing your personal finances and greatest goals. We strive to deliver the highest quality investment and financial advice to help you pursue your hopes and dreams.
In fulfilling this mission, the most important benefits we offer are integrity, commitment, experience and compassion. Our goal is to gain not only your business, but your confidence and friendship as well.
Based in Muncie, Indiana, we work with clients throughout Delaware County, as well as in multiple other states. We would enjoy the opportunity to discuss how to pursue your financial goals. Contact us today to get started.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Learn a little about worldwide currency in this fun infographic
One of the most common questions people ask about Social Security is when they should start taking benefits.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The market is as unpredictable as the weather. We’d love to help you prepare.
When should you take your Social Security benefit?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A special needs trust helps care for a special needs child when you’re gone.
$1 million in a diversified portfolio could help finance part of your retirement.
It's easy to let investments accumulate like old receipts in a junk drawer.