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.

WASHINGTON HOTLINE

WASHINGTON HOTLINE By a vote of 215 to 210, the House of Representatives passed a one-year budget enforcement resolution. While it is rare in election years for the House to pass a full budget resolution, the urgency of the fiscal situation in the nation caused the House to pass the one-year plan. House Budget Chair […]

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WASHINGTON HOTLINE

WASHINGTON HOTLINE Tax Extenders Drama Continues The Senate and House continue in their efforts to pass the American Jobs and Closing Tax Loopholes Act of 2010 (H.R. 4213). Both parties are debating the cost of the bill and the tax offsets. On June 17, 2010, Senate Finance Chair Max Baucus (D-MT) offered his latest version […]

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WASHINGTON HOTLINE

WASHINGTON HOTLINE Senate Extenders Compromise on Hedge Fund Taxes The Senate continues to move forward on the American Jobs and Closing Tax Loopholes Act of 2010 (H.R. 4213). Following passage of the bill by the House on May 28, 2010, the Senate has taken up the legislation. The House bill’s principal offset is a tax […]

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