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.

A One-Year Checklist to Retirement

A One-Year Checklist to Retirement One of the biggest lessons of the recent economy is that many people who thought they were financially ready for retirement…weren’t. The amount of money, investments and government support you’ll need to retire comfortably is as individual as you are. Some people plan to work in retirement. Others have health […]

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5 Stock Market Changers This Week – January 27 – 2011

Personal Income and Spending: Both personal income and spending remained strong in November, rising 0.3 percent and 0.4 percent, respectively. But worries persist about whether this can be sustained because of continued high unemployment despite pent-up demand for consumer goods. New data come out Monday at 8:30 a.m. Core Prices: Despite persistent concerns about inflation, […]

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Essential Financial Planning for Returning or Deploying Military Personnel and their Families

Essential Financial Planning for Returning or Deploying Military Personnel and their Families As the United States goes into its ninth year of military action in Afghanistan and Iraq, financial planning for military personnel and their families has taken on unprecedented importance. Multiple deployments during the longest wartime period of U.S. history has added considerable strain […]

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