Forecast Retirement Redefined Acres of Diamonds

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.

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Helpful Content

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Estimate how much you have the potential to earn during your working years.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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When do you need a will? The answer is easy: Right Now.

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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