Ronald J. Van Surksum
(CFP®)
This advisor specializes in the following areas of expertise:
- Retirement Planning & Distribution Rules
- College/Education Planning
- Estate & Generational Planning Issues
- Helping Clients Identify & Achieve Goals
- Hourly Financial Planning Services
- Ongoing Investment Management
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
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
Industry Start Date
February 01, 1992