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News - AAM Financial Planning and Investments Grandville, Mich – Advanced Asset Management announced it has changed its name to AAM Financial Planning and Investments and is joining the Carson Partners network of advisors, a move Managing Member Ron Van Surksum, CFP® says will allow the firm to grow and be nimbler
When Should I Start Claiming Social Security? When Should I Start Claiming Social Security? Determining what age to begin claiming your Social Security benefit can be a big decision Do you claim early at age 62?
Sonu Varghese - AAM Financial Planning and Investments Sonu has over 15 years of experience in the Asset Management industry Before joining Carson, he was a Partner and Director of Research at Convex Capital Management where he co-managed portfolios, advised clients and led the research effort, including creating a proprietary leading economic index for 30 countries and systematizing investment
About AAM Financial Planning and Investments | Financial Advisors . . . The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work
When Should I Start Worrying About an Estate Plan? There are specific advantages to having a trust, including continuity of asset management, privacy and tax savings A living or revocable trust provides for the organization and management of your assets during your lifetime, including any periods of disability
5 Questions to Ask a Financial Professional By Zach Reeg, Associate Wealth Advisor When it comes to finances, many people want to do it themselves Some people think that they can do the work as well as an advisor, or think they cannot justify paying a fee for the services provided by that financial professional
Grant Engelbart - AAM Financial Planning and Investments Grant Engelbart serves as Vice President, Investment Strategist for Carson Group In this role, Grant is part of the team responsible for the management of the Carson Investment platform, In-house Carson model portfolios, and contribution to the overall asset allocation viewpoints of the investment team