About Your Advisor
At Clayton K. Shum CFP® Financial Services, we are committed to helping our clients achieve their retirement and financial goals through personalized attention and support. Our focus is on providing exceptional experiences to our clients and ensuring that their wealth is enjoyed without running out.
Clayton K. Shum CFP®
Certified Financial Planner®
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.
Plan Ahead For Your Future
Step 1: Know What You Own
Knowing the type of car you drive and its mileage is crucial. Similarly, your investment portfolio is like a vehicle to help you reach your long-term financial goals. Let’s examine what you own, why you own it, and whether it’s the right vehicle for your objectives.
Step 2: Review Your Timelines
When planning a vacation, know when to book tickets, check-in, and restaurant hours. Retirement is like a long vacation, so set goals for key dates and decisions ahead. Know ahead of time what you need to reach your financial goals.
Step 3: Set Your Game Plan
Planning a vacation and planning for retirement require proper planning and preparation. Both need you to invest the necessary time and energy. Let’s work together on this. Bring everything you’ve noted down so far, and we can discuss possible ways to fund your retirement.
“The most important thing in life is to stop saying ‘I wish’ and start saying ‘I will.’ Consider nothing impossible, then treat possibilities as probabilities.”
– Charles Dickens
Over 20 Years of Experience
At Clayton K. Shum CFP® Financial Services, we are committed to helping our clients achieve their retirement and financial goals through personalized attention and support. Our focus is on providing exceptional experiences to our clients and ensuring that their wealth is enjoyed without running out. 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. Our mission is to help our clients achieve their financial goals with confidence by providing them with the knowledge, expertise, and personalized attention they deserve.
We all need a solid plan from an advisor to sustain our wealth into retirement. Choose us for retirement income strategies, asset protection, and legacy planning.