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.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Life Insurance Myths: Debunked
Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Five overlooked tax deductions to help manage your tax bill.
Time and market performance may subtly and slowly imbalance your portfolio.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Do you understand these common mobile slang terms?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Medicare’s popular program, offering free gym membership and health education.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, cracking the code on bonds.
Learn about what risk tolerance really means in this helpful and insightful video.
Learn about cyber liability insurance in this entertaining video.
Here’s a crash course on saving for college.
A special needs trust helps care for a special needs child when you’re gone.
Learn how to harness the power of compound interest for your investments.