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
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?