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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.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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What's New for Social Security?

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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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?
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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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