Ronald (Ron) J. Van Surksum

Managing Member

CFP®

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AAM Financial Planning and Investments, LLC4555 Wilson Ave SW, Ste 4, Grandville, MI 49418-2370

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

GenX

Never too late or never too early to making a plan or start saving. Get started today!

Physicians & Healthcare

Retirees or Seniors

Major Milestones I Specialize In

Career Changes or Job Loss

Retirement Planning

Sudden Wealth or Inheritance

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

I help my clients plan for their goals, manage their resources, and maximize their financial potential. It all starts with the comprehensive financial planning, strategizing around your goals, and personalized recommendations. I am here to serve you no matter what stage of life you are currently in. Feel free to reach out if you have any questions or want to work on your plan.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

FINRA BrokerCheck SEC Investment Adviser Public Disclosure

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Financial Planner Certifications

Designations & Certifications

CFP®

Technical Skills

Investment and Portfolio

Tax Planning

Retirement Income and Distribution

Cash Flow and Debt Optimization

Concentrated Stock and Diversification Planning

Charitable Giving

Compensation

Compensation Methods

Fee Only

Fee-only means a CFP® professional may describe his or her practice as "fee-only" if, and only if, all the planner's compensation from all client work comes exclusively from clients in the form of fixed, flat, hourly, percentage, or performance-based fees.

Assets Under Management (AUM): Fee for ongoing active management of your portfolio, upon which a percentage of assets is assessed. Refer to the planner's Form ADV for details.
Hourly: Pay a fixed rate only for the time spent on your plan. Great if you have a few specific questions or need occasional advice on a flexible basis.
Project-Based: A one-time flat fee for a specific project—like a single topic or a complete financial plan. Ideal if you just need advice right now without an ongoing commitment.