Financial Advisors in Muskegon, Michigan (Muskegon County)

My duties as an Adviser include overseeing the financial affairs of my clients which include both individuals and families, as well as corporations and non-profit organizations. My practice centrally focuses on 2 important themes:

#1 - Invest with low costs to maximize performance.
#2 - Invest according to your values, supporting companies and ideas that you believe in.

Here are the situations or services where I try to make my client's lives easier:
* Retirement Planning including: 401(k) Rollovers, IRA's, Pension guidance, and Social Security planning.
* Investment Management including: Cash Management, Portfolio Construction, and Diversification utilizing: Mutual Funds, Exchange Traded Funds, Stocks, Bonds, Separate Account Managers, and Alternative Investments.
* During life changing circumstances such as: retirement or planning for retirement, new marriage, divorce, college savings for children, inheritance and/or settlement management, or selling your business.

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Ronald Van Surksum, CFP
Our Mission is to help you Plan for your goals, Manage your resources and investments and Maximize your financial potential. We are an independent, fee-only financial planning and registered investment advisory firm based in the greater Grand Rapids, Michigan area. We are:
1) Independent - we work for you, not for Wall Street. We provide recommendations without pressure to promote specific products.
2) Comprehensive - our philosophy is that financial success requires attention to not only investments but also identifying goals, budgeting, tax planning, debt management, insurance, estate planning and ongoing monitoring.
3) Fee-Only - we do not accept commissions or referral fees for selling products. Instead, we provide objective advice for a reasonable fee paid directly by our clients.
4) Experienced - we have been helping clients achieve their financial goals since 1997. We help you spend less, save more, invest smarter, reduce stress, protect assets, manage debt, minimize taxes, avoid costly mistakes, and create a financial plan to make the most of your financial potential.... See More

Our mission is to always be on our client’s side; to be your advocate, your fiduciary, to represent your interests and dreams—not a salesperson for products and providers—so that you can pursue those interests and dreams knowing you have an uncompromising, reliable partner.

We pride ourselves on offering holistic planning services, covering all dimensions of your financial well-being, including:
• Retirement Planning
• Estate Planning
• Tax Strategies
• Education Funding
• Cash Flow Management
• Social Security Maximization... See More