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.

Teens

Teach money management before kids go to college       

Give teens financial tools they need Too many teens get their first shot at managing money after they’re out of high school. By that time, they’re already hooked on fads, fashions and fast food. Some college-bound seniors apply for extravagant amounts of financial aid just to cover optional expenses, such as cars, clothes, concerts, electronic […]

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Washington Hotline – May 28, 2019

WASHINGTON NEWS Time for a “Paycheck Checkup” With employment in America at high levels, many two-income families and taxpayers with multiple jobs should perform a “Paycheck Checkup.” In IR-2019-97, the Service explained why these taxpayers should check their withholding amounts. Because 2018 was the first year for full implementation of the massive changes in the […]

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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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