Independence, Integrity, and an Individualized Approach
The financial services industry is always evolving and at Shum Financial Group, Inc. we have continued to evolve alongside it. As a Registered Investment Advisor, Shum Financial Group has crafted the firm around helping individuals plan for the future. Our decades of experience and fee-based structures allow us to serve our clients efficiently and effectively, and in the process, we often build lifelong relationships.
Our goal is to help clients develop a financial roadmap and feel confident with their investment strategy. By offering education and guidance from an experienced team, we seek to help clients pursue financial independence and provide clarity in their finances, with planning at our foundation. Contact us today to get started.Contact Us
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Learn a little about worldwide currency in this fun infographic
This worksheet can help you estimate the costs of a four-year college program.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
You’ve made investments your whole life. Work with us to help make the most of them.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Even low inflation rates can pose a threat to investment returns.
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.