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.

S&P Week

AAM Weekly Market Wrap

Weekly Market Wrap: Stocks rebounded last week as recession concerns eased and stocks finished their best quarter since 2009.   For The Week The S&P 500 gained 1.20% to 2,834.40 Oil added 1.86% to $60.14 Gold fell 1.58% to $1,292.20 The US dollar rose 0.66% at $97.25 against other major world currencies.   2019 Year-To […]

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Health Savings Accounts: Good Medicine for Some Individuals

  Like an apple a day that keeps the doctor away, IRS-approved health savings plans help people avoid bankruptcy caused by catastrophic illnesses. The U.S. Internal Revenue Service (IRS) provides a couple of ways for people to save for future medical expenses before paying taxes on their earnings. One popular choice: Health Savings Accounts (HSAs). […]

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Washington Hotline – March 19, 2019

WASHINGTON NEWS IRS Tips on Protecting Your Identity In IR-2019-41, as part of a Tax Time Guide series, the Service offered specific tips for protecting personal information. Each tax season, the Service receives many complaints about con artists who steal personal information and money from unsuspecting victims. The IRS sponsors a Security Summit and regularly […]

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