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Your Retirement Is Our Priority

As a boutique financial services firm, we care about you and your family.
Let us help guide you through retirement successfully so you can focus on living the life you want.

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Serving Individuals and Families Since 1988

Discover our focus and process.



We feel it is our job to make sure people don’t run out of money. For most retirees, their concern is not that they don’t live long. Their biggest concern is that they live too long! We want to make sure you have enough financial resources to last a lifetime.

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We deal with people’s what-ifs in life. What if a loved one is gone prematurely? What if you run out of money because you live too long? We can help you prepare for these what-ifs.

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Our Process

Our Process

We have a special interview process with potential clients, encompassing your risk tolerance, tax bracket, objectives, family dynamics and ultimate life goals. We will not make a recommendation until we know your specific situation well.

Learn More About Our Process
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Learn More

If you want to find out more about what we do, give us a call. At the initial meeting, we will be getting to know more about each other, your financial situation, and to see if there’s any room for improvement in your overall financial plan.

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Get Started in 3 Easy Steps

We can help you create a thoughtful strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.

Meet With Us

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.


Using the EH Shum Financial Solutions plan, we’ll examine your current financial situation and determine your retirement needs.

Custom Strategy

Receive a custom strategy designed to help you reach your unique retirement goals.

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Ready to Take the Next Step?
For more information about any of our products and services, schedule a meeting today.

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