EH Shum Financial Solutions Information

Eddy and Clayton Shum are investment adviser representatives of, and securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. EH Shum Financial Solutions is not affiliated with Grove Point Financial, LLC or its subsidiaries. Eddy CA license #0809743 Clayton CA license #0D37970. At EH Shum Financial Solutions, our mission is to provide our clients in the San Francisco Bay Area with innovative and creative strategies for asset accumulation, asset protection, and wealth preservation using efficient approaches for tax minimization. We are dedicated to helping clients work toward achieving their goals and obtaining a more confident financial future with simplicity and integrity. Our CEO, Mr. Eddy Shum, has developed a practice that specializes in working with retirees and those just about to retire, who not only want strategies to preserve their principal but also help plan for their money to last throughout retirement. Alongside his son & Vice President of EH Shum Financial Solutions, Mr. Clayton Shum, both are focused on helping people avoid the common mistakes that many pre-retirees & retirees make when planning for their retirement. Through seminars and consultations, Eddy and Clayton have informed thousands of pre-retirees & retirees on strategies to help avoid these pitfalls. Their retirement seminars have been widely attended by retirees from IBM, HP, Lockheed, and Stanford. To assist you with your financial goals, we provide the following services: • Retirement Planning • Social Security Maximization Strategies • Retirement Distribution Methods • Personal Investment Coaching • Professional Portfolio Management • Insurance Planning • Tax-Wise Financial Estate Planning • Tax Planning