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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.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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Encore Careers: Push Your Boundaries

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.
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Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.
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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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