For most of us, the holiday season tends to arrive with an added side of stress. But throw in increasing inflation rates, supply chain issues, and employment upheaval due to “The Great Resignation,” (1) and it’s understandable if you are feeling more overwhelmed than excited these days. That means it’s more important than ever to find an advisor you can trust and work with to help secure your finances and plan for a bright future.
I understand that this can feel like an intimidating process (at an already overwhelming time of year). Trusting someone with your hard-earned money is not a decision you should take lightly. Knowing this, I am honored to have the opportunity to continue serving more and more families and individuals who are ready to take the next step in their financial life.
Do You Know Someone I Could Help?
That’s why I’d like to remind you that I’m here—not just for you, but also for your friends and family. I place the utmost value on my clients, and I greatly appreciate the opportunity to serve the important people in their lives as well. I gladly welcome the chance to connect and get to know new clients who may benefit from the services I provide. So, if you know someone who may benefit from my caring and knowledgeable guidance as they pursue their financial goals, or someone who needs an accountability partner to help them stay on track, I am happy to provide them with a complimentary financial consultation.
I believe that the best way to accomplish your goals is to partner with a trusted professional who can create a financial plan tailored to your unique needs. The best gift you can give your family and friends this holiday season is an encouragement to take the first step toward a healthy financial future.
If you’re one of my clients and you’ve enjoyed working with me, I hope you’ll refer a friend, colleague, or family member who may benefit from my services. For a no-obligation consultation, please share this article with them or have them contact me at firstname.lastname@example.org or 916-276-8677 to see if I am the right fit to help them pursue their ideal financial future.
James Callens is a financial advisor at GLH&C Financial Services, a full-service, comprehensive wealth management firm. Jim has over 30 years of experience in the financial industry and uses his extensive resources and knowledge to help his clients experience simplicity and clarity in their financial lives. Jim spent more than 20 years working for GE Financial Advisors, both in its 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 for several nonprofit organizations and has been involved in Cub Scouts leadership and youth sports coaching. Jim lives in Folsom, California, with his wife, Melissa, and his four children, Jacob, Kristen, Grant, and Andrew. Together, they enjoy outdoor activities like kayaking, bicycling, and vacationing at Lake Tahoe. To learn more about Jim, connect with him on LinkedIn.