APPOINTMENT WITH RON
(Ron is located on the South and West side of Grand Rapids)


APPOINTMENT WITH JEFF
(Jeff is located on the North and East side of Grand Rapids)


For meetings: We can meet you at the office in Grandville, any location in a part of town that works well for you, video call or phone call.


Advanced Asset Management

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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.

What? Me, retire? Those days are eons away!         

What’s the problem with retirement planning? Twenty, 30- and 40-year-olds think they’ll never reach that ripe    old age, but those are stages in life when anyone can hope to get rich by investing a little money every month. Why don’t more of us put small amounts away early on    in our careers? The word retirement […]

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Social Security Tips – February 2018

Brand New Flyer: Your Retirement Checklist When to start receiving retirement benefits is a personal decision. This 4-Page flyer will help your clients learn about factors to consider when deciding when to start Social Security retirement benefits. Available for download and local print only! https://www.ssa.gov/pubs/EN-05-10377.pdf ________________________________________________________________________________________________ Updated For Those Born in 1956: Your Retirement Benefit: […]

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