Broker Check
Women Business Owners Special Needs Physicians Public Speaking
Our Process
Our History
Our Resources
Our Values

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.

Learn More

Helpful Content

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

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
Learn More
Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Learn More
The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
Learn More

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.

Tell Us How We Can Help You Today

Thank you! Oops!