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
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See how increasing your 401(k) contributions today could affect your balance at retirement.
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See how long a lump sum of savings could last based on your withdrawal rate and return.
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Compare your current student loan terms to a potential refinance to see if it makes sense.
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Estimate the potential monthly income your IRA balance could generate in retirement.
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Estimate potential long-term care costs and what coverage may help address them.
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Estimate your potential federal capital gains tax liability on the sale of an asset.
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Watch this fun video for tips on how to search for missing money.
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