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
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
When Markets React
When markets shift, experienced investors stick to their strategy.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.