Ronald Van Surksum (CFP®)

Ronald Van Surksum focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

I consider myself a general practitioner.  I specialize in developing a financial plan to take a comprehensive look at your current financial position and financial goals.  I will then help you achieve your goals through asset management and coordintion of other professionals.

Additional Information

My mission is to help you plan for your goals, manage your resources and maximize your financial potential.
 
I will work on an hourly, project or assets under management fee schedule.  Please contact me for a fee schedule.

NAPFA Start Date

September 14, 2009

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This Office

4555 Wilson Ave SW Ste 2 Grandville, MI 49418-2370 Phone: (616) 531-5220 Fax: (616) 531-7773