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.

Get Started in 3 Easy Steps

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.

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

Instant Download

Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

No upcoming events.


Not only are we able to tell clients conceptually how to save on taxes, how to protect their family, how to invest for the future… We can help them actually implement their plan.

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 650.373.0088.