Ron Duswalt

Dedicated Financial Guidance for Every Stage of Life

Old Castle Financial Advisors believes in empowering individuals and families to achieve financial clarity and security through personalized financial planning. With over 30 years of experience and a team of passionate advisors, we offer comprehensive solutions and guidance to navigate various financial aspects of life.

Tailored Solutions for Your Unique Needs

Our personalized approach starts with understanding your unique needs and goals. We take the time to listen, assess your financial situation, and create a customized plan that aligns with your aspirations. We offer expertise in:

1. Retirement Planning

• Developing tailored strategies to meet your retirement goals.
• Addressing specific concerns like income generation, inflation, and market volatility.
• Guiding you through the complexities of retirement plans and investments.

2. Business Planning

• Providing unbiased business valuations and comprehensive financial assessments.
• Guiding business owners through the sale process, ensuring optimal outcomes.
• Offering support with insurance coverage and risk management strategies.

3. Special Needs Planning

• Collaborating with families to create comprehensive plans that address the unique needs of loved ones with special needs.
• Ensuring proper legal documents and financial resources are in place for long-term care and quality of life.

4. Comprehensive Financial Guidance

• Estate management and will creation.
• Employee benefits analysis and optimization.
• Investment and wealth management strategies.

Expert Guidance Across Industries

Our experienced team caters to diverse clientele, including:

• Women navigating changing financial roles in modern families.
• Business owners prioritizing financial security for their families and businesses.
• Medical professionals balancing caregiving with financial planning.
• Individuals with loved ones who require special needs planning.

An Ongoing Partnership with Your Financial Success

We believe financial planning is a journey, not a destination. Our commitment to ongoing support and guidance ensures you stay on track and achieve your financial goals. We will regularly review and refine your plan to adapt to life changes and market fluctuations.

Ready to take control of your financial future?

Schedule a complimentary consultation with Old Castle Financial Advisors today and let us help you navigate towards financial clarity and security.