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...
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Frequently Asked Questions About Financial Advisors in Willoughby, Ohio
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.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
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.