​​
    Shumar Walden Group Logo1
 
Phone: 440-946-1035
Fax: 440-946-0910
Home Company Information Your Needs Testimonials Contact us
We are a Retirement and Estate Planning firm for individuals and small businesses.
Serving our Clientele since 1989.

Individuals:
Life Insurance
Multi-Year Guaranteed Fixed Annuities
(CD - Type Product)
  ◦ Fixed
  ◦ Safety of Deposits
  ◦ Guaranteed Lifetime Income
  ◦ Tax Deferred Interest
  ◦ Avoids Probate
Estate Planning Strategies
  ◦ Trust Accounts
       ▸ Marital or Single Trust
       ▸ Special Needs Trust
       ▸ Irrivocable Life Insurance Trust
  ◦ Wills
  ◦ Inherited and/or Awarded Assets
  Trusts can produce beneficial results in estate planning. In many cases, a Trust can add significantly to the financial security you provide for your family.
Retirement Coaching
  ◦ Individuals or Couples
  ◦ Groups
  ◦ Corporate Employees
   









 
 
 
light




35000 Kaiser Court, Suite 209
Willoughby, Ohio 44094
Click here for Map

Small Business:
  Our area of specialty and target niche market is micro-sized small business of one, not to exceed fifty employees.
Retirement and Pension Plans
  Is your plan designed for you and your company needs? Are you receiving the maximum benefit from your annual plan contributions? Is your business protected by a BuySell Agreement?
Insurance for Business Owners
  ◦ Key Person
  ◦ Buy - Sell Agreements
  ◦ Executives Bonus Plans