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 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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Ten Things to Know – and Ask — About Long-Term Care Insurance

Ten Things to Know – and Ask — About Long-Term Care Insurance For Americans over the age of 50, the time to consider long-term care coverage is now. Whether to buy it is a separate question that’s as individual as you are. Long-term care insurance (LTC) is generally recommended to anyone who has suitable income […]

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