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.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Term insurance is the simplest form of life insurance. Here's how it works.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Couples may be able to head off many of the problems in a marriage that money can cause.
However exciting retiring abroad may sound, it deserves considerable planning.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Smart investors take the time to separate emotion from fact.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
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Here are five facts about Social Security that might surprise you.
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$1 million in a diversified portfolio could help finance part of your retirement.