Book an Appointment with Ron

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 May 2016

The Retirement Estimator gives estimates based on your actual Social Security earnings record. It is a convenient, secure financial planning tool. The Retirement Estimator lets you create “What If” scenarios based on different ages and earnings. You can Estimate Your Retirement Benefits if: You have enough Social Security credits at this time to qualify for […]

Continue Reading
stretching Retirement

Longevity Risk and Retirement Income

  Key Points Live Long and Prosper Protecting Your Retirement Paycheck Developing a Diverse Income Strategy Adding Annuities to the Mix Accounting for Growth Points to Remember How long might you live in retirement? Think carefully. Your answer could influence whether you have enough money for a comfortable retirement or just scrape by. According to […]

Continue Reading

Paying Off Student Loans

Actively managing your debt is an important step, and your student debt may be one of the biggest financial obligations you have. There are many strategies that could help you manage student loans efficiently. Here is a checklist. Choose a federal loan repayment plan that fits your circumstances: The Standard Repayment Plan requires a fixed […]

Continue Reading