Eh Shum Financial Solutions

Insurance, 433 Airport BLVD Ste 500, Burlingame, California, 94010, United States, 1-10 Employees

Phone Number: 65********

Who is EH SHUM FINANCIAL SOLUTIONS

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 w...

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Headquarters: 433 Airport BLVD Ste 500, Burlingame, California, 94010, United States
Date Founded: 1983
Employees: 1-10
Revenue: Under $1 Million
Active Tech Stack: See technologies

Industry: Insurance

SIC Code: 7389 | NAICS Code: 523930 | Show More

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Lisa Tsai

Client Services Associate

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Frequently Asked Questions Regarding Eh Shum Financial Solutions

Answer: Eh Shum Financial Solutions's headquarters are located at 433 Airport BLVD Ste 500, Burlingame, California, 94010, United States

Answer: 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 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 Eddy Shum and Clayton Shum are representatives of, and securities and advisory services are offered through, USA Financial Securities Corporation (d/b/a USA Financial Asset Management). USA Financial Securities is a FINRA and SIPC member firm, as well as an SEC-registered investment adviser and is located at 6020 East Fulton Street, Ada, MI 49301. Registration does not imply a certain level of skill or training. EH Shum Financial Solutions is not affiliated with USA Financial Securities. CA Insurance #0809743 and #0D37970.