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.


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.


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
three persons on the meeting

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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    Looking for expert advice? Check out our video resources on Market Volatility, Retirement Checklists, and Taxes!