Advanced Asset Management is the best financial planner in Grandville, Michigan
Financial planners, sometimes
known as financial advisors, are professionals who advise their clients on
decisions related to wealth management and personal finance. Depending on their
area of expertise, financial planners can help you with everything from
putting together a comprehensive retirement savings plan with an attached
schedule, or simply answering a question about life insurance.
Unfortunately, financial planning is a term that is thrown
around casually. The term financial planner is also applied to insurance
agents, stockbrokers, investment adviser representatives, and those with
advanced designations, such as the Certified Financial Professional.
As a result, some financial planners will deliver what I
would call an assessment that does not need to be in your "best
interest." Often, it is in the "best interest" of the financial
planner because it only suggests products that the financial planner earns a
commission on. You need a fiduciary for this reason.
Financial Planner Grandville, MI
A fiduciary is an individual who acts in the best interest
of a particular person or beneficiary. In the world of financial services, that
means fiduciary advisors must only buy and sell investments that are the best
fit for their clients. They do not collect commissions on recommended products.
The financial planners at Advanced Asset Management in
Grandville, MI are Fiduciary advisers, not salespeople! Advanced Asset
Management is a small, independent, financial planning and investment
management firm in the Greater Grand Rapids area of Western Michigan. They are
a fee-only fiduciary advisers and do not accept commissions or compensation of
any kind based on the solutions recommended. We have been helping clients
achieve their financial goals since 1997.
Contact information:
Advanced
Asset Management
4555 Wilson Ave SW
Grandville, MI 49418
Phone: (616) 531-5220
http://www.aamllc.com/
Email Ron: rvansurksum@aamllc.com
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