Joseph M. Shumar, Ph.D.

General Agent, Estate Planning Specialist at The Shumar Walden Group

Willoughby, Ohio

Quick Answer

Joseph M. Shumar, Ph.D., General Agent, Estate Planning Specialist, is a licensed independent financial professional at The Shumar Walden Group in Willoughby, Ohio with 37+ years of experience. Specializing in Estate Planning, Retirement Planning, Wealth Management. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Joseph M. Shumar, Ph.D. in Willoughby, Ohio

Phone: 440-946-1035 | 216-536-1386

Email: [email protected]

Website: https://www.shumarwaldengroup.com/

Areas of Expertise in Willoughby, Ohio

Estate PlanningRetirement PlanningWealth ManagementCapital PreservationTax Planning

About Joseph M. Shumar, Ph.D. — Willoughby, Ohio

Licensed Independent Financial Professional · 37+ Years Experience · SafeMoney Certified™

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, an...

Service Areas

Contact for service area information

Media

No media available

Upcoming Events

No upcoming events

Profile Updates

No recent updates

Frequently Asked Questions About Joseph M. Shumar, Ph.D. & Financial Advisors in Willoughby, Ohio

What services does Joseph M. Shumar, Ph.D. offer?

Joseph M. Shumar, Ph.D. at The Shumar Walden Group offers Estate Planning, Retirement Planning, Wealth Management in Willoughby, Ohio. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is Joseph M. Shumar, Ph.D. SafeMoney Certified?

Yes, Joseph M. Shumar, Ph.D. is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.