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.