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Dr. Ronald J. Duswalt, CFP®

Ph.D. in Financial and Retirement Planning

MSFS, ChFC®, CLU®, ChSNC®, CFEd®

For the entirety of my career I have dedicated myself to providing top-notch financial advice and service to my clients in the financial services industry. With a Ph.D. in Financial and Retirement Planning from The American College, I have the expertise and knowledge to help you achieve your financial goals. As a Certified Financial Planner®, I specialize in estate planning, employee benefits, retirement planning, long-term care planning, and investments. My personal life experience as a parent of a child with special needs also gives me a unique perspective as a Chartered Special Needs Consultant (ChSNC). I take pride in developing, implementing, and monitoring the progress of my clients' goals and will make recommendations for changes when necessary. Sharing my expertise is also important to me, which is why I frequently speak at organizations, schools, venues, and media outlets.

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Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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Finding the Balance

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

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