For meetings: I prefer to meet with you at my office in Grandville or we can do a video call or phone call.  I will meet with you at your home or other location upon request.

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.

Washington Hotline – August 13, 2019

WASHINGTON NEWS IRS Reveals Revamped Tax Withholding Tool For many years, the IRS has offered the “Withholding Calculator,” an online tool to assist taxpayers in performing a “Paycheck Checkup.” After listening to taxpayer feedback, the IRS has replaced the Withholding Calculator with a new tool designed to improve taxpayers’ user experience. In IR-2019-139, the Service […]

Continue Reading

Washington Hotline – August 6, 2019

WASHINGTON NEWS Praise for Taxpayer Advocate Olson On July 31, 2019, National Taxpayer Advocate Nina Olson retired. She served taxpayers as their “voice at the IRS” since 2001. The Taxpayer Advocate Service was created by Congress to give taxpayers an independent voice regarding IRS services. Olson conducted many studies and research projects designed to encourage […]

Continue Reading