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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Lifetime care is important, but quality of life is critical!

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.”

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“Raising a child with special needs does not take a special family. It makes a special family.”

Are You Retirement Ready?

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.

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“Do something today that your future self will thank you for”

- Sean Patrick Flanery

Do you know what your business is worth?

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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“Entrepreneurship is living a few years of your life like most people won’t, so that you can spend the rest of your life like most people can’t.”

Helpful Content

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

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

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Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

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How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

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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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