Dr. Joseph M. Shumar is a designated, certified Estate Planning Specialist serving clients in Willoughby, Ohio and throughout Northeast Ohio. As a Safe Money Certified™ professional, he is a member of the National Association of Professional Agents, with specialties including retirement planning, estate planning, and wealth management with a concentration in capital preservation.

Tax-Efficient Wealth Preservation

In his practice at The Shumar Walden Group, Dr. Shumar focuses on minimizing taxes presently while maximizing future income potential. His approach ensures clients can protect their hard-earned assets while building a secure retirement foundation.

Extensive Academic & Professional Credentials

Dr. Shumar holds a Bachelor of Science Degree in Business Administration, two Master's Degrees, and a Doctoral Degree with specializations in Insurance and Risk Management. He holds certifications in Executive Management, Supervisory Development, Bond Analysis & Portfolio Management, and Credit Analysis. He is licensed in the State of Ohio in the lines of Life, Accident & Health, Property, and Casualty.

Over 35 Years of Client Service

Serving clients since 1989, Dr. Shumar has also successfully mastered the Straight Line Sales Certification under Jordan Belfort. His philosophy is that short-term performance shall never exceed long-term planning. He champions the belief that life continues after the paycheck stops.

Commitment to Safe Money Strategies

Dr. Shumar maintains a driving passion for his clients to safely preserve their hard-earned money and to retire making every day Saturday while not outliving their money. His focus on capital preservation and tax-efficient strategies has helped countless families in Ohio achieve financial peace of mind.

Contact Dr. Shumar today to discuss your retirement planning and estate planning needs in Willoughby, Ohio.

Financial Advisors in Willoughby

Joseph M. Shumar, Ph.D.