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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.

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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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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The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
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Test Your Life Insurance 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?
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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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