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Ronald S

CFP®, Series 66

Doswell, VA

Aloft Financial

Ronald Schiel Jr. is a CFP® professional with 22 years of industry experience, currently operating as the sole advisor at Aloft Financial. He is also the owner and CPA of Northwest Tax Choices, providing tax return consulting and preparation services since 2010. Ronald has been involved with Northwest Financial Choices LLC, an investment advisory firm, though he plans to wind down that business within the next year. Aloft Financial offers comprehensive wealth management services to individuals, family businesses, corporations, nonprofit organizations, and various plans and trusts. The firm’s investment approach focuses on growth-oriented equity exposure balanced with risk mitigation through diversified asset allocations tailored to client needs.

Retirement income strategy Social Security optimization Roth conversion strategy Income planning Equity compensation tax strategy Self-Employed Founder/Business Owner Executive Mid-Career Professionals Approaching retirement Parents
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