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.
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.
Clayton Shum in the Media
As a sought-after voice in the financial advisory space, Clayton Shum is regularly featured in leading publications and industry panels. With deep expertise in client relationship management, strategic growth, and marketing systems, Clayton helps advisors navigate change, embrace new tools, and build thriving practices.
Here’s a featured article that captures his perspective on retirement readiness in the face of the Baby Boomer shift:
The Silver Tsunami Is Here: Clayton Shum On The Importance Of Retirement Planning
Published in Benzinga, June 2025
“Most people are usually left to navigate complex tax rules, withdrawal strategies, healthcare costs, and investment decisions on their own,” says Shum. “Retirement planning should begin before the retirement party.”
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.
Affiliations
Latest News
Looking for expert advice? Check out our video resources on Market Volatility, Retirement Checklists, and Taxes!
Ready to Take Your Growth Strategy to the Next Level?
- Learn how to lead with clarity
- Align your team for impact
- Drive sustainable business momentum