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RONALD J. DUSWALT
CFP®,MSFS, ChFC®, CLU®,ChSNC®, CFEd®

Since entering the financial services industry, Ron has committed himself to providing financial advice and excellent service to his clients with over 30 years in the financial industry. Ron is pursuing his Ph.D. at The American College and expects to complete his doctoral degree in Financial Planning and Retirement Planning in the near future. His areas of specialization lie in estate planning, employee benefits, retirement planning, long-term care planning, and investments. He also helps develop, implement and monitor the progress of the client's goals then recommends changes when appropriate. Ron enjoys sharing his vast experience through speaking engagements at various organizations, schools, venues and media outlets.

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Helpful Content

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

<p>Why Everyone Needs an Estate Strategy</p>

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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<p>Why Medicare Should Be Part of Your Retirement Strategy</p>

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.
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<p>The Utility of Sector Investing</p>

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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<p>A New Way to Look at Your Bucket List</p>

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
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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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