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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 Planning

FInancial Planning

Do you picture yourself owning a second home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag. This is where financial planning comes into play. Financial planning is a process that can help you pursue your goals by evaluating your whole financial picture and outlining strategies that are tailored to your individual needs and available resources. A comprehensive financial plan serves as a framework for organizing the pieces of your financial picture. With a financial plan in place, you can focus on your goals and understand what it will take to pursue them.

One of the main benefits of having a financial plan is that it can help you balance competing financial priorities and reveal how your financial goals are related. For example, your plan can show you how saving for your children’s college education might impact your ability to save for retirement. Then, you can use the information you’ve gleaned to decide how to prioritize your goals, implement specific strategies, and choose suitable products or services. Best of all, you’ll have the confidence that comes from knowing that your financial life is on track. Let us help you develop a plan designed to address your individual goals.

Financial planning services offered through LPL Financial, a Registered Investment Adviser.