US Headquarters:
4555 Wilson Ave SW, Suite 2
Grandville, MI 49418
We look forward to helping you!
Our Philosophy
Our greatest charge is served by providing outstanding client service and maintaining your interest above all else.
By providing a platform for you to choose how you want to work with a financial advisor, and strictly maintaining a Fee-Only firm, any possible bias in conflict with the interests of the client are completely removed from the advisory process.
Our mission is to focus your passion, commit to your cause, earn your respect, and exceed your expectations.
Think of us as your financial quarterback. We provide the vision and direction for your financial needs. We ensure that your assets and liabilities work together to further your financial and life goals.
To achieve our mission we believe the following:
- It is our responsibility to earn your respect and to exceed your expectations.
- Everyone, regardless of income or assets, should have access to professional financial advice.
- Successful financial planning provides “peace of mind” knowing you are on track to meet your goals.
- Successful investing requires sound strategies, patience and discipline to stay the course.
- Maintaining our reputation and is one of our highest priorities.
- Our business is based on TRUST.
- We firmly adhere to a strict code of honesty, integrity and ethical behavior.
Our Services
We provide a variety of services that help you answer questions.
Goal Setting - How do I clarify my financial goals such as getting out of debt, buying a home, paying for college, or retirement?
Retirement Planning – When will I be able to retire? What should I do with my 401k and IRA plans? What are the most tax-advantaged strategies to withdraw from my retirement funds?
Portfolio Review – Can I have an objective second opinion on my current investments, IRAs and retirement accounts?
Investment Planning – What is asset allocation? What role do mutual funds, stocks, bonds, REITs and alternative investments have in my portfolio?
Insurance Review – Do I have sufficient life, disability, homeowner and auto insurance? Am I paying too much? Some of our representatives are individually licensed to provide insurance products such as term life, variable universal life, annuities and long-term care.
Saving For College - How much do I need to save for my children’s college education? What tax credits and deductions are available? What steps can I take to maximize financial aid?
Estate Planning – Do I have appropriate legal documents to insure my life, assets and children will be handled according to my wishes at my death or incapacity?
Tax Planning – Are there additional strategies to help me reduce my tax bill?
Ron Van Surksum, CFP® Certified Financial Planner™ Professional
Ron's role at AAM in addition to meeting with clients is to analyze a clients personal situation and create financial plans and investment plans for them. Essentially he creates a “blue print” for my clients based on where they are today and then tell them what they need to do to reach their goals.
Ron enjoys working with experienced investors as well as “start-up” investors who are just beginning to work their way toward financial independence.
In addition to being the financial planning specialist, Ron spends a large portion of his time monitoring client investments and making sure investment dollars are adequately diversified.
