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Advanced Asset Management

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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.

Budget

Put Savings (and Yourself) First With a Budget

  Key Points Getting Started Less Spending = More Savings Your Monthly Budget Digging Deeper The Goal: More Savings Points to Remember Americans, it seems, are spenders. Although personal savings rates have increased recently, they remain low by historical standards, as many people continue to spend beyond their means. If you’re among those Americans who […]

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Fixed-Income Investing: The ETF Approach

Fixed-income exchange-traded funds (ETFs) are bond index funds that are listed on a stock exchange and trade throughout the day. There are fixed-income ETFs that focus on corporate, government, municipal, international, and global debt, as well as funds that track the broader Barclays Aggregate Bond Index.1 In addition, investors may purchase bond ETFs that focus […]

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