Money matters can be stressful for individuals and families. Because so much of what we do revolves around money, managing it often leads to stress and worry. That’s why a financial advisor can play one of the most important roles in a person’s life, forming a long-lasting relationship and providing objective counsel.
So, 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. My mission is to provide trusted advice and exceptional personal service to those I serve.
I place the utmost value on our 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. Your referrals are the highest compliment and an integral part of our continued growth.
What Sets Me Apart
I’ve been fortunate to work with a wide range of clients who refer their colleagues, friends, and family members to us. I believe so many people have referred others to us for a few different reasons:
- A personalized real-world approach. No two clients will be exactly the same, and neither will their financial needs. That’s why I create a plan focused on your unique financial goals. I take the time to outline a customized strategy based on your specific needs, goals, and circumstances.
- Strong relationships. I prioritize a hands-on client-centered approach, which has led us to build long-lasting relationships with so many of our 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.
- A long-term commitment. I recognize that financial planning and investing is not a static process. 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 resources and continuous management necessary to keep you working toward your goals.
- A dedicated team. As seasoned professionals, I strive to maintain a high-touch and personalized experience, and to help our clients simplify complex decisions about their money. With a dedicated team of professionals on your side, I hope you can feel more confident as you navigate life’s challenges and planning opportunities.
Serving You Best
As a financial advisor, I strive 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 our clients, I also strive to work with people whom I believe I can best serve, especially those looking to strengthen their retirement planning. I understand that your time and headspace is limited—but that you strive to place as much attentiveness as you do with family and patients toward your ambitions and future. Delegate your financial matters to a professional you can trust so you 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, to help bridge your life with your finances—so you can experience a greater overall sense of peace, clarity, and lasting stability. I want to help take financial matters off your already full plate, but I also value providing that same personalized attention and care to your loved ones. If you know anyone else who has questions or needs unbiased advice, I’m never too busy to help.
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 firstname.lastname@example.org or give me a call at 916-276-8677 to see if I am the right fit to help.
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.
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.