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.
Upcoming EventLearn How To Maximize Your Social Security Benefits
It’s The Information That You May Not Be Aware Of That Could Potentially Cost You Thousands Or Even Tens Of Thousands Of Dollars In Social Security Benefits.
Doubletree By Hilton
275 South Airport Blvd
South San Francisco, CA 94080
TuesdayApril 306:30 PM |
ThursdayMay 26:30 PM |
Event Highlights Include:
- Will benefits be cut or eliminated in the future? How can you prepare?
- How can you maximize your benefits? Will cost of living adjustments keep up?
- When should I apply for my Social Security benefits
- Are there benefits to waiting on drawing Social Security? Does this timing affect my other financial assets?
To Reserve seats for you and a guest, please call (800) 898-3572 and give RSVP code 461490 or register online at rsvp.org/461490
*Reservations are required as seating is limited
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.
Affiliations
Latest News
Looking for expert advice? Check out our video resources on Market Volatility, Retirement Checklists, and Taxes!