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.
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.
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Free eBook: The Most Common Retirement Mistakes — and How to Avoid Them
Whether you’re years away from retiring or already transitioning into the next chapter, this easy-to-read eBook will help you build clarity, confidence, and a smarter plan for your future.