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 29, 2018

WASHINGTON NEWS Two-Income Families Benefit from ‘Paycheck Checkup’ In IR-2018-124, the Service offered a “Paycheck Checkup” for families with two incomes. The IRS Withholding Calculator on www.IRS.gov helps couples with two or more sources of income to adjust their withholding amounts. Many two-income families will be able to change or reduce withholding due to the passage of […]

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Debt

Does debt weigh you down?

Does debt weigh you down?                                                                                                      House payments? Car payments? College loans? Credit card debt?   Does every paycheck disappear by the time you make all your monthly payments? Do you put purchases on new cards because you have no cash left after you pay house and car costs, college loans and maxed-out credit cards? […]

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Washington Hotline – May 22, 2018

WASHINGTON NEWS Time for a ‘Paycheck Checkup’ In IR-2018-120, the Service urged taxpayers to use the Withholding Calculator on www.IRS.gov for a “Paycheck Checkup.” The passage of the Tax Cuts and Jobs Act (TCJA), brought many changes that will affect taxpayers. With the TCJA’s higher standard deductions ($12,000 for single taxpayers and $24,000 for married couples filing […]

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