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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.

Social Security Tips for December, 2016

Social Security launched a new service for my Social Security account holders where you can now check the status of applications and appeals. The service will provide important information such as: Date of filing; Current claim location; Scheduled hearing date and time; Re-entry numbers for incomplete applications; Servicing office location; and Claim or appeal decision. […]

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