Maximize Your Financial Future
Make the most of your retirement with Clayton K. Shum CFP®‘s comprehensive wealth management services. Don’t wait any longer – secure your future today.
NewWhat Can a 529 Be Used For? More Than You May Think!
Are you thinking about your child’s future education? Let’s talk about the amazing benefits of 529 education savings plans! Come join us for a fun and informative seminar where you can learn all about saving for college, the perks of 529 plans, and the different types available. This is a great opportunity to set your child up for a bright educational future. See you there!
When: Sat Oct 12th 10:30 am – 1:00 pm
Where: Crown Plaza-Foster City
RSVP by Oct 4th 2024 To Secure Your Spot!
WHO WE SERVE
We work with driven entrepreneurs and savvy millionaires to provide personalized guidance for wealth management. Clayton K. Shum CFP® offers high-end retirement and wealth management solutions tailored to your goals. Secure your financial future today.
Retirees
You have been proactive and have followed a roadmap towards achieving financial independence. Now, you are seeking actionable steps to ensure a successful retirement that will enhance your experiences with your spouse and family. You are looking for an income-taking strategy that minimizes taxes and provides a lifetime of income.
Thrifty Millionaires
I understand that you are someone who values financial responsibility and resourcefulness. You are mindful of not wasting your resources and want to achieve financial independence in order to have the option of working because you want to, not because you have to. You are motivated by taking care of your family and possibly even your community.
Business Owners
As an entrepreneur, you put in a lot of hard work and effort to make your business successful. However, your motivation to succeed goes beyond earning money; you also want to provide for your loved ones, make a positive impact in your community, and even contribute towards making the world a better place.
About Clayton Shum
Our founder, Clayton Shum, is a distinguished Certified Financial Planner™ with over two decades of experience in investment planning and wealth management, and he specializes in working with retirees and those nearing retirement.
- Financial Planning
- Social Security Strategy
- Retirement Planning and more
Our Mission
At Clayton K. Shum CFP® Financial Services, we specialize in helping our clients achieve their retirement and financial goals. Our personalized attention and support ensure exceptional experiences and peace of mind that wealth is enjoyed without running out.
Our Passion
We specialize in retirement income strategies, wealth management, annuities, investments, IRA/401(k) rollovers, asset protection strategies, life insurance, tax-efficient strategies, long-term care strategies, and IRA legacy planning.
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Looking for expert advice? Check out our video resources on Market Volatility, Retirement Checklists, and Taxes!