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
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Understanding the value of a home warranty.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, cracking the code on bonds.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When do you need a will? The answer is easy: Right Now.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.