Claycomb Wealth Management

Cupertino Financial Advice and Investment Management, and Wealth Management

What's important to you? For Shawn Claycomb the answer is very clear ... it's about enjoying life and all that it has to offer.

For high net worth individuals in Cupertino, financial independence goes a long way in helping you truly relax and take pleasure in the lifestyle you hold dear. But it can be difficult to successfully navigate the complex waters of financial planning, retirement planning, investment management, and estate planning by yourself. Having a financial advisor and investment manager you trust can be the key to your financial independence and future.

Independent Financial Advisor and Wealth Management Advice in Cupertino

There has never been a more important time to sit down and have a review with an experienced Cupertino financial advisor. As an independent CERTIFIED FINANCIAL PLANNER^TM professional, Shawn has the freedom to offer non-biased financial advice and wealth management strategies that work best for each of his clients in Cupertino.

Managing wealth successfully so that you can enjoy life requires a broad range of financial, tax, retirement and estate planning solutions. The type of knowledge only an experienced financial advisor would have. Shawn Claycomb, CFP® and financial advisor, serves clients in Cupertino and takes great pride in helping his clients plan, accumulate, and preserve their wealth to build a solid foundation and roadmap for their financial future, including retirement and transferring assets to future generations. He understands the more wealth you accumulate, the more options, obstacles and challenges you face.

A CERTIFIED FINANCIAL PLANNER^TM With the Experience you Need and Integrity you Want

As a CERTIFIED FINANCIAL PLANNER^TM professional with an MBA in Finance and more than 25 years of financial advisor and investment management experience serving Cupertino clients, families throughout Northern California have come to rely on Shawn's comprehensive wealth management knowledge, integrity and attention to detail in helping them plan the financial future.

But perhaps most important of all for high net worth individuals in Cupertino searching for wealth management advice they can trust, the CERTIFIED FINANCIAL PLANNER^TM designation means that as one of his financial planning clients, Shawn has made a professional commitment to always act in your best interest. Not only will you have a clear plan for your financial well-being but you will have confidence knowing that it's based on your personal financial situation and goals.

Cupertino Retirement Planning for Long Term Security

The key to a financially secure retirement is to get started. And it's NEVER too late to get started. To successfully plan and prepare for a secure retirement, working with a retirement planning expert will ensure that your financial plan is designed and customized to meet your unique lifestyle and retirement needs.

You might already have a well-established investment portfolio. Or, maybe you have not really started to look ahead and contemplate the steps to create and execute a well thought out plan necessary to secure your retirement. Whatever your situation, Shawn Claycomb, a CERTIFIED FINANCIAL PLANNER^TM with over 25 years experience providing independent financial and retirement planning advice, offers a common sense approach to addressing the questions and concerns everyone has when they begin considering planning for their retirement.

Everyone's retirement planning questions are unique based on their age, career, and lifestyle. But there are some basic questions that everyone who is interested in establishing a solid retirement plan has. Questions such as:

How much do I need to retire?

Your financial planner will help you develop a retirement plan by calculating your retirement expenses based on your needs and how much it will cost you to live in the manner you wish.

What are my retirement plan benefits?

Some retirement benefits depend on your job and your employer. A 401(k) is an excellent retirement investment option and one of the easiest and best ways to save for retirement. A 401(k) gives you an immediate tax deduction, tax-deferred growth on your savings, and usually a matching contribution from your employer.

What are my retirement planning options?

Depending on the success of your retirement plan, pension availability, and other factors, you may be able to retire well before age 65. You may also be able to continue working and receive benefits.

Will I have to cut back once I retire?

Growing old doesn't mean giving up the lifestyle to which you've become accustomed. There's no reason your finances should force you to change the way you live, if you have taken care to build and manage your wealth through an investment portfolio geared towards planning for your retirement.

Financial Advisor Services in Cupertino

Shawn Claycomb is highly regarded as one of the most trusted and experienced financial advisors in Cupertino. To learn more about our independent wealth and investment management services for Cupertino high net worth individuals, contact Claycomb Wealth Management today at (800) 450-1029.