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.

Washington Hotline – September 30, 2014

WASHINGTON NEWS Tax Fraud Costs $5.2 Billion A Government Accountability Office (GAO) report published on September 22 strongly urged IRS Commissioner John Koskinen to take bold action against tax refund fraud. There was an estimated $5.2 billion in fraud during the past year. Several Congressional leaders responded with pointed requests to the IRS Commissioner and […]

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Beyond 401(k)s and IRAs: Think Tax-Efficiency in All Your Investment Choices

Obtaining a high rate of return is what drives most investors, but managing investment-related tax obligations should be an equally compelling investment priority — especially for individuals in the highest income brackets. If you are interested in taking a more proactive approach to managing your tax burden, consider creating an investment plan that fully utilizes […]

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