Book an Appointment with Ron

Advanced Asset Management

Helping You Develop Wealthy Habits and Make the Most of your Financial Potential

Our mission is to help you Plan for your goals, Manage your resources and Maximize your financial potential. We work for you and offer comprehensive services to help you make better financial decisions. With Advanced Asset Management, YOU get to choose how you want to work with a financial advisor. Because Ron VanSurksum and Jeff Belmonte are fee-only advisors, most conflicts of interest are removed from the advisory process.

Learn more about how Advanced Asset Management works for you. Call us today to schedule a no-obligation meeting to explore how we can serve you: (616) 531.5220 Sign up to get our AAM Newsletter subscription.  We work with clients in the Greater Grand Rapids area and throughout the United States.

Tax Strategies for Retirees

Nothing in life is certain except death and taxes. —Benjamin Franklin   That saying still rings true roughly 300 years after the former statesman coined it. Yet, by formulating a tax-efficient investment and distribution strategy, retirees may keep more of their hard-earned assets for themselves and their heirs. Here are a few suggestions for effective […]

Continue Reading

Washington Hotline – January 10, 2017

WASHINGTON NEWS Koskinen Launches Tax-Filing Season IRS Commissioner John Koskinen held a public media conference on January 5, 2017 and officially launched the tax-filing season. Koskinen emphasized, “This tax season, it is more important than ever to plan ahead.” He highlighted a number of changes that will affect the anticipated 153 million taxpayers who file […]

Continue Reading