Our Independence

There are many benefits of working with an independent financial advisor, but we particularly pride ourselves on our enhanced levels of transparency, autonomy, and flexibility.

Transparency

As fee-based advisors, we will never try to sell you anything and will help you feel confident that our recommendations are always in your best interest. We don't accept any fees or compensation based on product sales and are compensated by our clients for the advice we give. This allows us to avoid conflicts of interest and provide unbiased, transparent advice.  

Autonomy

Shum Financial Group, Inc is a Registered Investment Advisors, or RIA, which means the firm is not tied to any proprietary products. We proactively guide you in the financial decision-making process, answering your questions and providing the resources you and your family require to make educated decisions that will serve your best interests, not ours.

Flexibility

Because we have access to a wide array of products and services, we are able to offer our clients flexible investment structures and strategies. Our first priority is providing you with the information you need to pursue your financial goals and we do this by implementing innovative plans and approaching planning from a new angle.

It has been our experience that our clients turn to us because we are knowledgeable, considerate, and are willing to educate them about their financial future. We dedicate our energy to finding individualized investment strategies that are right for the client depending on their needs and goals.