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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.

A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.
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The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.
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Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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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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