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.
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.
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.