Services

One benefit of working with an independent financial advisor, like those at Shum Financial Group, Inc., is that we can view your entire financial picture from a wide angle lens and address all aspects of your plan. We foster long-term, trusting relationships with our clients by serving all of their financial needs and working as a cohesive team.

Our general financial planning services include:

  • Investment Planning and Management
  • Wealth Management
  • 401(k)s, Simple IRAs, Simplified Employee Pension Plans
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Employee Stock Option Planning
  • Risk Management and Insurance

Our clear dedication to our clients shines through in every interaction we have and we have built our firm around serving others. If you or someone you love would benefit from our services, we encourage you to reach out today.



Shum Financial Group, Inc, does not provide tax planning or legal services, but may provide references to accounting, tax services or legal providers.  They may also work with your attorney or independent tax or legal advisor.