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.
This is true for everyone, but especially so for families who are planning for the future of a child or other dependent with special needs. Special needs planning is complex, requiring critical issues to be addressed. Because special needs planning is a unique endeavor, it requires professional assistance from people who understand the importance of planning and have the expertise in working with families such as yourselves. We are committed to helping your loved one experience the quality of life they deserve and helping you, whether you are the parent, grandparent, sibling or other care-giver, feel prepared.”
At Old Castle Financial Advisors, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.
- Sean Patrick Flanery
We have found that many business owners struggle with planning for the future because they have so many unknowns. They don’t know how much their business is worth, when they should sell, whether they will find the right buyer, get the right price, or even how much insurance they should carry. We help give business owners information so they can make sound business and personal financial decisions. That is why we have invested in innovative technology that allows us to deliver data and efficient business valuations, at no cost to clients.
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