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Our Company

At EH Shum Financial Solutions, our mission is to provide our clients in the San Francisco Bay Area and beyond with innovative and creative strategies for asset accumulation, asset protection, and wealth preservation using efficient approaches for tax minimization.

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Upcoming Events

8
Sep
Address:2700 45th Ave, San Francisco, CA 94116 Free Educational Seminar on Social Security! If you are interested in attending an event listed below, please give us a call at (650) 373-0088 or email us at info@ehshumfinancial.com. Space is limited. RSVP is recommended
13
Sep
Address:2700 45th Ave, San Francisco, CA 94116 Free Educational Seminar on Social Security! If you are interested in attending an event listed below, please give us a call at (650) 373-0088 or email us at info@ehshumfinancial.com. Space is limited. RSVP is recommended
1
Nov
Address: Hyatt House- 400 Concourse Dr. Belmont, CA 94002 Free Educational Seminar on Social Security! If you are interested in attending an event listed below, please give us a call at (650) 373-0088 or email us at info@ehshumfinancial.com. Space is limited. RSVP is recommended

Latest Blog Post

The Chapters of Retirement

The five phases of life after 50 & the considerations that accompany them.

Provided by Clayton Shum

  

The journey to and through retirement occurs gradually, like successive chapters in a book. Each chapter has its own things to consider.

 

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