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

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 – November 2010 – Week 2

White House Tax Conference on November 18th President Obama has called a White House conference on taxes to convene on November 18th. In addition to the President, the conference will include House Speaker Nancy Pelosi (D-CA), House Minority Leader John Boehner (R-OH), Senate Majority Leader Harry Reid (D-NV) and Senate Minority Leader Mitch McConnell (R-KY). […]

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Why Parents Should Give Their College Students the Gift of Professional Financial Planning

Why Parents Should Give Their College Students the Gift of Professional Financial Planning In August, the Wall Street Journal reported that student-loan debt now surpasses credit card debt as the No. 1 source of outstanding consumer debt with some $829.8 billion in current federal and private school loans. For some, those statistics are a good […]

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Washington Hotline – November 2010 – Week 1

Taxes and Lame Ducks Following the election on November 2, 2010, Congress will reconvene in a lame duck session on November 15th. A prime topic for the lame duck session will be taxes – income, capital gain and estate taxes. What direction will the Congress take? The House will convene with the current Democratic and […]

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