The Shumar & Walden Group is a Retirement and Estate Planning firm based in Willoughby, Ohio, serving individuals and small businesses since 1989. They specialize in providing comprehensive retirement and pension planning services, including IRA's, fixed annuities, trust accounts, and estate planning strategies.
With a focus on tailored solutions, they offer a range of options such as multi-year guaranteed fixed annuities, tax-deferred growth, and penalty-free withdrawals, ensuring clients receive maximum benefits from their contributions. Additionally, they assist small businesses with retirement and pension plans, plan design, administration, investments, and insurance protection through buy-sell agreements and bonus plans.
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