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
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
The Other Sure Thing
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?