Book an Appointment with Ron

Advanced Asset Management

picstrip
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.

17 Red Flags for IRS Auditors

http://www.kiplinger.com/slideshow/taxes/T056-S011-red-flags-that-can-raise-your-irs-audit-risk/index.html   By Joy Taylor, Assistant Editor | March 2017 Ever wonder why some tax returns are eyeballed by the Internal Revenue Service while most are ignored? Short on personnel and funding, the IRS audited only 0.70% of all individual tax returns in 2016. So the odds are pretty low that your return will be […]

Continue Reading

Social Security Tips for April 2017

Celebrate National #SocialSecurity Month!     Take ‘5 Steps Toward YOUR Financial Security’ www.socialsecurity.gov/agency/5-steps-toward-your-financial-security Follow Social Security and USA.Gov on Facebook to participate in a live chat on April 20 highlighting Social Security’s 5 Steps Toward Your Financial Security. The livestream will start at 7:00 p.m. ET and will include questions from the public. We look forward […]

Continue Reading