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.

Washington Hotline – November 25 2014

WASHINGTON NEWS Tax Extenders – One Year or Permanent? As the Thanksgiving holiday rapidly approaches, there are significant negotiations underway on the tax extenders bill. Senate Finance Committee Chairman Ron Wyden (D-OR) presented House Ways and Means Chair Dave Camp (R-MI) with the latest Democratic proposal. Chairman Camp has openly stated that he would like […]

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Take Steps to Keep Your Retirement Income Stream Flowing

After years of accumulating assets, the time will come for you to begin drawing on those assets to provide income throughout retirement. Before that day arrives, be sure to consider some steps to assist you in keeping your retirement income stream flowing. Set a Sustainable Withdrawal Rate As tax-advantaged retirement savings vehicles such as 401(k)s […]

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Family Foundations: Keep Fundamentals in Mind When Investing Assets

When managing family foundation assets your goals are generally twofold: strive to generate current income while also preserving principal to help the family continue to meet its long-term charitable objectives. Often families will find that many of the investment principles used in managing individual portfolios also apply to foundations. Following are some “evergreen” investment strategies […]

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