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David P. Gilliam & Associates, Inc. - David Gilliam - Muncie, IN

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Office: (765) 281-0012

Toll-Free: (800) 613-2111

Financial Advice for Life’s Journey Planning Your Financial Route Guiding Your Financial Path Navigating Your Financial Maze

Community

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.

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Commitment

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.

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Confidence

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.

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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.


Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. 

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By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

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A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Use this calculator to compare the future value of investments with different tax consequences.

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This questionnaire will help determine your tolerance for investment risk.

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Use this calculator to better see the potential impact of compound interest on an asset.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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