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.

AAM February 2011 Newsletter

URL: Hello and thank you for reading my e-newsletter. Happy New Year!  Let’s make 2011 a great year together! I hope you find the information useful.  If you enjoy the newsletter please forward to a friend.   Please also let me know what you like to see so that I may continue to provide […]

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Five Stock Market Changers To Watch This Week – February 7 – 2011

Consumer Credit: Consumer credit rose $1.4 billion in November following a $7 billion increase in October. Strong vehicle sales point to continued strength for non-revolving credit in December’s numbers. New data come out Monday at 3 p.m. Fed Speaks: Federal Reserve Chairman Ben Bernanke is scheduled to testify before the House Budget Committee on economic, […]

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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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