Clayton K. Shum CFP ®

Make the most of your retirement with Clayton K. Shum CFP®‘s comprehensive wealth management services, including retirement income strategies, tax-efficient planning, and IRA legacy planning. Secure your future today.

In 2021, the benchmark for a comfortable retirement rose by 10% to $1.04 million. It is time to optimize your financial future with Clayton K. Shum CFP®‘s comprehensive suite of high-end retirement and wealth management solutions.
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Retirement Income Strategies

Maximize your retirement income with personalized strategies designed by Clayton K. Shum CFP®, tailored to your unique financial goals.

Asset Protection Strategies

Safeguard your assets with personalized asset protection strategies designed to mitigate risks and help secure your financial future.

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IRA Legacy Planning

Secure your legacy with Clayton K. Shum CFP®‘s IRA Legacy Planning service, ensuring your retirement savings are distributed according to your wishes.

Strategic Financial Planning for a Stronger Future

Start with Clayton K. Shum CFP® today for expert retirement income strategies, wealth management, and IRA legacy planning, among other services.
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