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
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A collection of tips from professional travelers.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Understanding how capital gains are taxed may help you refine your investment strategies.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
What is your plan for health care during retirement?
What are your options for investing in emerging markets?
It’s never a bad time to speak with your financial professional about changes in your situation.
Peer-to-peer payment apps are one of the newest ways to send money.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Would you guess that Millennials are effectively saving for retirement? Well, they are.