APPOINTMENT WITH RON



For meetings: I prefer to meet with you at my office in Grandville or we can do a video call or phone call.  I will meet with you at your home or other location upon request.


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.

Washington Hotline – May 21, 2019

WASHINGTON NEWS Senators Thune and Casey Support CHARITY Act On May 15, Senators John Thune (R-SD) and Bob Casey (D-PA) introduced the Charities Helping Americans Regularly Throughout the Year (CHARITY) Act. The bill expands giving options for IRA charitable rollovers and addresses other charitable provisions. The CHARITY Act includes four major provisions. If it is […]

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Social Security Tips – May 2019

    social security tips           Have you ever looked at our Calculators page? It’s a one-stop shop for helping with questions.   www.ssa.gov/planners/calculators/   ·        Unsure of full retirement age? Use the Retirement Age Calculator. ·        Unsure if earnings will allow any payments at all? Use the Earnings Test Calculator. ·        Your client have […]

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young girl lying on grass, holding head in hands, frowning

Teach Tots How to Manage Money

Preschool, elementary ages not too early Teach tots how to manage money There’s a meltdown in a toy store somewhere at least a dozen times a day. “I want the big box!” demands the frustrated four-year-old. “You don’t have enough money for that one,” beseeches his battle-worn    mother for the third time. She holds out […]

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