We’re all juggling what feels like a million priorities. But really only a select few make it to the top of our priorities list. What tops your list? Family? Or maybe health or a sense of purpose? Although money likely doesn’t top your list, don’t underestimate its importance. Money affects every part of your life and can give you the security and stability that positively impacts the things that matter most. But because of its far-reaching impact, managing money often leads to stress and worry. That’s why a financial advisor plays one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing objective counsel.
But how do you find an advisor you can trust and with whom you’ll want to work for the long haul? I understand this can be an overwhelming and intimidating process. Trusting someone with your hard-earned money is not a decision you take lightly. Knowing this, I am honored to have the opportunity to continue serving more and more families and individuals who conscientiously choose to let me in on their financial journey.
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 my services. Your referrals are the highest compliment and an integral part of my firm’s continued growth.
The GLH&C Financial Services Difference
I’ve been fortunate to work with a wide range of clients who refer their colleagues, friends, and family members to me. I believe so many people have referred others to me for a few different reasons:
- A personalized real-world approach. No two individuals’ financial service needs will be the same, which is why I take the time to outline a tailored strategy based on your specific needs, goals, and circumstances.
- Strong relationships. I prioritize a hands-on client-centered approach, which has led me to build long-lasting relationships with so many of my clients. I’m proud to serve as a go-to resource and support system when someone faces a tough decision or goes through a life transition. My clients also appreciate that keeping all their information completely confidential is a top priority of mine.
- A long-term commitment. I recognize that financial planning and investing is not a static process since life changes happen and investment objectives can shift over time. That’s why I provide ongoing guidance and support. Whether it’s saving for your children’s college education, planning for retirement, or preserving assets for future generations, I seek to provide the financial service resources and continuous management necessary to keep you always working toward your goals.
- A dedicated advisor. As a seasoned professional, I strive to maintain a high-touch and personalized experience, and to help my clients simplify complex money decisions. With a dedicated professional on your side, I hope you can feel more confident as you navigate life’s challenges and planning opportunities.
The People I Serve Best
I desire to partner with you and help carry your financial burden, aiming to make your wealth work for you, not the other way around. Because I like to form trusted and close relationships with clients, I strive to work with people whom I believe I can best serve, from working professionals and executives to business owners and retirees. While they come from a variety of backgrounds and professions, they want to delegate their financial matters to a professional they can trust so they can simplify and focus on what’s important.
Do You Know Someone Who Could Benefit From My Services?
I’m here to simplify the complex when it comes to your finances—so you can experience a greater overall sense of peace, clarity, and lasting stability. I’m here to help when you have questions about your portfolio or strategies, or when you experience a new life milestone. And if you know anyone else who has questions or needs unbiased advice, I’m never too busy to help. My mission is to provide trusted advice and exceptional personal service to those I serve. I am passionate about what I do, and I take my duty as a fiduciary very seriously, always working in the best interests of my clients.
If you’re a client of mine and you’ve enjoyed working with me, I hope you’ll refer a friend, colleague, or family member who may benefit from my services. Consider sending this article to them, and if they’re interested in partnering with me, they can email me at email@example.com or give me a call at 916-276-8677 to see if I’m 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.