Advanced Asset Management

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

My mission is to help you Plan for your goals, Manage your resources and Maximize your financial potential. I 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 Ronald J VanSurksum is a fee-only advisor, most conflicts of interest are removed from the advisory process. Learn more about how Advanced Asset Management works for you. Call me today to schedule a no-obligation meeting to explore how we can serve you: (616) 531.5220 Learn more About Us, Our Services, Our Staff, our investment Partners and Links, or Contact us and get your own AAM Newsletter subscription.

The Delaware Trust Advantage

More professionals, business owners, directors, and wealthy individuals are creating Delaware Trusts. Delaware’s favorable trust laws have made these instruments increasingly popular as an effective planning tool for individuals who wish to protect their assets, minimize taxes, and transfer wealth to future generations. Protect Your Assets In our ever-more litigious society, many professionals are afraid […]

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How Do I Know If My IRA Contributions Are Tax Deductible?

Contributions to a traditional IRA are tax deductible if you don’t already participate in an employer-sponsored retirement plan. For 2015, the maximum you can contribute to an IRA is $5,500. If you are age 50 or over, you can make an additional “catch-up contribution” of $1,000. If you do participate in an employer-sponsored plan, your […]

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