We are living in unprecedented times, with hourly briefings and updates that cause many of us to panic or at least lose sleep at night. We get it. Life is going to look very different for a while. Thankfully, one thing that won’t change is my commitment to you, your finances, and your life. Whether you have questions, concerns, or need help processing the market roller coaster, you have me to rely on.
Do your friends and family have this kind of support system?
Guidance In Hard Times
Most of us are at home with our families day in and day out. We’re reminded of the importance of our friendships and other relationships and learning how to be there for each other in creative ways. We know that you are not just concerned about yourself, but also your loved ones.
There is a lot of fear in our world right now, and fear can make people do unwise things with their money. My goal is to see you and those you care about weather this storm with confidence and come out the other side ready to move forward and work toward your goals.
If you have friends or family who are in need of financial guidance during this time, I’d love to be there for them like I am for you. I’m available to analyze and evaluate their finances and share solutions to help them stay on track to reach their goals despite market turmoil and economic uncertainty.
I Am Here For You And Your Loved Ones…Virtually
I want to let you know that I am still working and operating my business…just not in the same way as before. If you or your loved ones have any questions or concerns about finances, goals, asset allocation, risk, what the markets are doing, or anything that’s causing financial stress, I am here for you virtually. Contact me at firstname.lastname@example.org or 916-276-8677 to set up a virtual appointment through Zoom.
James Callens is a financial advisor at GLH&C Financial Services, a full-service, comprehensive wealth management firm. Jim has over 40 years of experience in the financial industry and uses his extensive resources, knowledge, and experience to help his clients experience simplicity and clarity in their financial life. Jim spent over 20 years working for GE Financial Advisors, both in their insurance services department and as a regional manager and financial advisor. He took part in GE’s Six Sigma Quality Training program and completed the National Association of Life Underwriter’s four-year LUTCF course. Jim also earned his certificate in financial planning from the University of California at Davis. In 2011, Jim combined his own firm, Callens Financial Group, with GLH Financial Services, creating GLH&C Financial Services, so he could provide even more value to his clients.
Jim is a member of the Financial Planning Association of Northern California and National Association of International & Financial Advisors (NAIFA). He has served as a board member of several nonprofit organizations and has been involved in Cub Scouts leadership and youth sports coaching. Jim lives in Folsom, CA, with his wife, Melissa, and his four children, Jacob, Kristen, Grant, and Andrew. Together, they enjoy outdoor activities such as kayaking, bicycling, and vacationing at Lake Tahoe. To learn more about Jim, connect with him on LinkedIn.