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 we 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.

Feel Like Un-Retiring? How to Prepare

Feel Like Un-Retiring? How to Prepare Last October, the MetLife Mature Market Institute released a study that said the over-55 workforce will account for almost 93 percent of the net increase in the U.S. civilian labor force between 2006 and 2016. At the same time, MetLife reported that many American workers plan to stay on […]

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WASHINGTON HOTLINE Tax Extenders Bill Delayed Until June Senate Majority Leader Harry Reid (D-NV) has deferred a vote on the “tax extenders” bill until the Senate returns from its Memorial Day recess on June 7, 2010. He indicated this week that there is continuing debate about the tax provisions in the American Jobs and Closing […]

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AAM Weekly Wrap May 28 2010

Weekly Market Wrap: More volatility this week ending with the S&P gaining a fraction at 1,089.  Continued problems in Greece and a lower than expected consumer spending figure seemed to drive the market this week.  Gold, Oil and the Dollar were all up on the week.  Gold was up 3% to $1,214 per oz, Oil […]

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WASHINGTON HOTLINE Agreement on IRA Rollover and Tax Extenders After months of negotiation, Senate Finance Committee Chair Max Baucus (D-MT) and House Ways and Means Committee Chair Sander Levin (D-MI) have announced an agreement. The House and Senate both previously passed bills that would extend over 40 tax provisions, including the IRA Charitable Rollover. Because […]

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