Advanced Asset Management

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.

Charitable Giving Opportunities for Affluent Investors

Key Points Donor-Advised Funds — Offer Convenience and Flexibility Family Foundations — Building a Legacy, Reaping Tax Benefits Private Foundations vs. Supporting Organizations Balance Giving Goals and Financial Planning Family Foundations: Structures Differ, So Do Advantages Points to Remember Affluent investors who are charitably inclined may have specific philanthropic and estate planning goals in mind, […]

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