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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Read this overview to learn how financial advisors are compensated.
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Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
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Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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See how inflation over time could affect the purchasing power of your retirement income.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
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Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
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There are thousands of ETFs available. Should you invest in them?
Global and International Funds
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.