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
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
An inside look at how marginal income tax brackets work.
Understanding the value of a home warranty.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Here are 4 great, and sometimes unexpected, places to raise a family.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps estimate your federal estate tax liability.
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.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Even low inflation rates can pose a threat to investment returns.
Here is a quick history of the Federal Reserve and an overview of what it does.
Here are five facts about Social Security that might surprise you.
Peer-to-peer payment apps are one of the newest ways to send money.
How does your ideal retirement differ from reality, and what can we do to better align the two?