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
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Making the most of surprises is a great reason to work with us.
Can you keep up with your children’s mobile slang?
Six overlooked tax deductions to help manage your tax bill.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
However exciting retiring abroad may sound, it deserves considerable planning.
Currency has been around for a long time. Here’s a quick history lesson.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Principles that can help create a portfolio designed to pursue investment goals.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Why are 401(k) plans, annuities, and IRAs so popular?
When should you take your Social Security benefit?
Here is a quick history of the Federal Reserve and an overview of what it does.
All about how missing the best market days (or the worst!) might affect your portfolio.
How do the markets usually react to elections? Was the 2016 election any different?
A bucket plan can help you be better prepared for a comfortable retirement.