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
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Knowing your tax bracket can make a large difference in your tax preparations. Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Learn about the changes the SECURE Act wrought on inherited IRAs with this concise article.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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
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.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
For women, retirement strategy is a long race. It’s helpful to know the route.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Check out this video to begin separating fact from fiction.
It’s never a bad time to speak with your financial professional about changes in your situation.