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
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Rightsizing for Retirement
What does your home really cost?
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.