TSG Financial, LLC

TSG Financial, LLC

Providing quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. Providing quality financial strategies, and offers insurance and financial services to businesses and individuals.

Michael Shumard is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Arkansas, Connecticut, Florida, Missouri, Oklahoma and Texas. No insurance business may be conducted outside these states referenced. My Insurance License Numbers are AR-835548, CT-2407786, FL-W203268, MO-0100679, OK-94954 and TX-1097521. Additionally, Michael Shumard is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency, 2120 S. Waldron Road, Suite 107A, Fort Smith, AR 72903, 479-452-9100. In this regard, this communication is strictly intended for individuals residing in the state of Arkansas, Missouri, Oklahoma and Texas. No offers may be made or accepted from any resident outside the specific states referenced. Michael Shumard is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of Arkansas, Missouri, Oklahoma and Texas. As such, these services are strictly intended for individuals residing in the states referenced. Neither TSG Financial, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. TSG Financial, LLC is not owned or operated by New York Life Insurance Company or its affiliates.

newyorklife.com 10/28/2017

Is it time to upgrade your term policy?

Whole life premiums are guaranteed to stay level for the life of your policy. That’s security you can count on.

newyorklife.com Compares features and benefits of term vs. whole life insurance coverage.

newyorklife.com 10/26/2017

Is it time to upgrade your term policy?

Permanent protection, more benefits. Let’s talk about converting to whole life insurance today.

newyorklife.com Compares features and benefits of term vs. whole life insurance coverage.

usatoday.com 10/24/2017

10 retirement stats that will blow you away

Think you're ready to retire? These statistics just might change your mind.

usatoday.com Think you're ready to retire? These statistics might change your mind.

workingmother.com 10/20/2017

New York Life Insurance

Congratulations to New York Life for being named one of Working Mother’s 2017 Best Companies for Multicultural Women.

workingmother.com Here's why this insurance and investments company was ranked as a Best Company for working mothers, as well as a Best Company for multicultural women.

barrons.com 10/18/2017

How Much Should You Have Saved by 30?

When it comes to retirement saving, procrastination doesn't pay off.

barrons.com Yes, your retirement is still decades off. No, you can’t really afford to delay starting to fund it.

marketwatch.com 10/16/2017


What legacy do you want to leave?


thesimpledollar.com 10/14/2017

Six Ways to Squash Lifestyle Inflation - The Simple Dollar

Just because you're earning more doesn't mean you're building more wealth.

thesimpledollar.com If you’re like many middle-class Americans, you’ve worked hard to get ahead and earn more money. And even if your progress is slow, you're (hopefully) inch


"A comfort zone is a beautiful place, but nothing grows there." ~Anonymous

fortune.com 10/10/2017

New York Life Insurance

Thanks to your trust and confidence, New York Life is celebrating its 23rd year on the #Fortune500 list.

fortune.com New York Life Insurance on the Fortune 500 via @FortuneMagazine

marketwatch.com 10/06/2017

How to set up your first 401(k): A step-by-step guide

Setting up your 401(k)? Start here.

marketwatch.com There are a lot of questions that can arise when it comes time to set up your retirement savings.

newyorklife.com 10/04/2017

5 good reasons why whole life can be good for your portfolio.

A recent Morningstar study found you may get similar rate of return with potentially less risk by adding whole life insurance to your portfolio.

newyorklife.com While whole life insurance is about protecting the people who rely on you, a recent study found that is can help protect your portfolio as well.


Life Events Tool | MainStay

Nearing retirement? Here are 3 tips to help you plan for your life after you stop working.


usatoday.com 09/28/2017


The basics on putting a value on your business.


thenautilusgroup.com 09/26/2017

Our Professional Staff

As a Nautilus Member Agent, I have exclusive access to a team of professionals whose goal is to provide you with innovative planning strategies. How can we help you?

thenautilusgroup.com The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal, or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementi...

thenautilusgroup.com 09/24/2017

Video Library

From charitable giving to leaving a legacy: Your planning questions, answered in this extensive video library.

thenautilusgroup.com John Bergner is a shareholder in the Dallas, Texas, office of Winstead PC. Mr. Bergner has been with Winstead for more than 30 years and serves as chairman of the wealth preservation practice group. Mr. Bergner is a specialist in estate planning and probate law certified by the Texas Board of Legal…

nautilusnewsletter.us 09/22/2017

The Nautilus Group - Newsletter

Hot off the presses: The latest edition of the Nautilus Navigator Newsletter explores topics such as “Charting your Financial Future” and more.

nautilusnewsletter.us When leaving an IRA to a minor beneficiary, several options exist. This article discusses some of the advantages and disadvantages of each option in ensuring that the funds will be well-managed, costs are minimized, and distributions are stretched to take advantage of income tax deferral.


"Life is not about waiting for the storm to pass, it is about learning to dance in the rain."

mainstayinvestmentsblog.com 09/18/2017

Convertibles and Tech Continue a Low-Vol Romance - MainStay Investments Blog

Why is technology such a significant component of the convertible universe?

mainstayinvestmentsblog.com For investors, convertibles represent the possibility of equity upside participation alongside some help in managing downside volatility. Over the last several years, convertible performance has been strong and has, in fact, provided investors equity-like upside returns with lower volatility. In 201...

newyorklife.com 09/16/2017

5 good reasons why whole life can be good for your portfolio.

Let me show you how whole life insurance can help protect your family and potentially reduce your portfolio risk.

newyorklife.com While whole life insurance is about protecting the people who rely on you, a recent study found that is can help protect your portfolio as well.


"A goal without a plan is just a wish." ~Antoine de Saint-Exupéry

nerdwallet.com 09/12/2017

Using Tax Advantages of Life Insurance in Your Financial Plan - NerdWallet

Let’s explore the many advantages of life insurance.

nerdwallet.com By Brad Cummins Learn more about Brad on NerdWallet’s Ask An Advisor While most people may look at life insurance proceeds simply as a way to pay off debt or…

usatoday.com 09/10/2017

5 ways to make the last 10 years before retirement count

Tips for finishing your pre-retirement homestretch strong.

usatoday.com Lots of people 10 years from retirement are nowhere close to having saved enough, but there's still time if you get started right now. Five steps to take right now.

marketwatch.com 09/08/2017

Abolish all debt and 6 more tips to jump-start your retirement

Give your retirement planning a boost with these smart tips.

marketwatch.com Millennials, boomers and Gen-X: Don't wait, start your retirement plan today.

cnbc.com 09/06/2017

What to do with your 401(k) when you switch jobs

FYI: You have 3 options for your 401(k) when you switch jobs. Which is right for you?

cnbc.com How you handle old workplace accounts could make a big difference in how much you have saved at retirement.

fool.com 09/04/2017

5 Retirement Questions to Ask Yourself in Your 50s -- The Motley Fool

Ask yourself these 5 retirement questions when you're in your 50's.

fool.com Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services.


If you’ve procrastinated getting life insurance because you don’t know where to start, call me, I can help. http://nyl.co/2uO7cro

wisebread.com 08/30/2017

6 Job Myths Boomers Should Stop Believing

6 job-related myths for baby boomers.

wisebread.com Age is just a number. And if you're a baby boomer, you have to stop believing the myths that can keep you from great jobs later in life.

money.usnews.com 08/28/2017

How to Build a Financial Legacy

Here's one approach to legacy planning.

money.usnews.com These four pillars will help start the necessary preparations.


Your life is a lot more complicated than your dog's. That's why you need a sound financial plan. Let's talk.

money.cnn.com 08/25/2017

5 benefits of delaying retirement

Half of Americans retire between 61-65. Will you be ready?

money.cnn.com You may get big financial and mental benefits if you wait a little longer to retire.

newyorklife.com 07/15/2017

When is it ok to draw cash from a Life Insurance policy?

Learn why having permanent life insurance as part of your financial strategy could make good cents.

newyorklife.com Anyone with dependents is wise to get life insurance, and millions of people do – everything from plain vanilla term policies that simply pay a death benefit...

newyorklife.com 07/13/2017

Custom whole life: At a glance.

Lifetime of insurance coverage, one-time payment, 3% interest on premiums towards a Custom Whole Life policy.

newyorklife.com New York Life’s Custom Whole Life insurance is the first whole life insurance product that lets you select how long you pay premiums1 and is designed to...

youtube.com 07/11/2017

Be Good At Life

When your finances are under control, you’re free to live life how you want. That's being good at life.

youtube.com With the right financial guidance, you can enjoy life knowing the future is planned for.

youtube.com 07/09/2017

Dominique Crenn Cooks Up Advice On Financial Growth

Guaranteed cash value growth from a whole life policy is just as easy as Dominique's famous soufflé. #GoodAtLife http://nyl.co/2dXp3Am

youtube.com Dominique Crenn knows the only thing that’s as guaranteed to grow as her world-famous soufflé is a whole life policy from New York Life. Be good at life. To...

newyorklife.com 07/07/2017

Case study Protecting a young family

This story is a great example of the variety of life insurance options we have available to help you secure your family’s financial future.

newyorklife.com In many respects, this is the story of a typical Silicon Valley family. The husband/father is in his mid-30s and holds a senior management position in a high-tech firm.



2120 S Waldron Rd, Ste 107A
Fort Smith, AR
Other Wills & Estate Lawyers in Fort Smith (show all)
Providence Estate Planning Attorneys Providence Estate Planning Attorneys
5311 S 28th St Suite C
Fort Smith, 72901

Do you need a will or trust or asset protection from rising nursing home costs? Providence makes it easy. We listen, answer your questions, and explain your options in good ole plain English. Our team's friendly & knowledgeable and fees are fixed.

Brent Hall, Attorney at Law Brent Hall, Attorney at Law
401 Lexington Ave
Fort Smith, 72901

Brent Hall is an aggressive, experienced attorney practicing in areas of criminal, family and probate law. He is an attorney that will work for you.