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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Learn more about taxes, tax-favored investing, and tax strategies.

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A special needs trust helps care for a special needs child when you’re gone.

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Do you know these three personal finance sayings?

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What if instead of buying that vacation home, you invested the money?

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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