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
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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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.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?