AAM Financial Planning and Investments, LLC

Financial ServicesUnited States2-10 Employees

We help you develop wealthy habits and reduce financial stress.

Work with AAM Financial Planning and Investments, LLC for four reasons:

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) Fiduciary - 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 achive their financial goals since 1997.  Ron VanSurksum, Princial and Certified Financial Planner (tm) Practitioner and member of the Financial Planning Association.

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