Book an Appointment with Ron

Advanced Asset Management

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.

Not All 401(k) Plan Providers Are Created Equal

401(k) salary deferral plans are the most popular retirement plans today. Nearly every type of financial institution—banks, insurance companies, brokerage firms—offer 401(k) plan services. If your organization is considering offering a 401(k) plan for the first time—or it has a plan and you are reviewing its performance—there are several things to consider. Here is a […]

Continue Reading