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

The A, B, C, & D of Medicare

The A, B, C, & D of Medicare

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Donating Art: Taxation Abstraction

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Use this calculator to estimate your capital gains tax.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Assess whether you are running “in the black” or “in the red” each month.

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Principles of Preserving Wealth

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this hopeful, animated video.

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

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