Wishing you Happy Holidays from our team at GLH&C Financial Services! As we reflect on the past year, with its highs and lows, we pause in gratitude for clients like you. Your trust in us is valued by everyone on our team, and we appreciate the opportunity to deliver the highest service to you and your loved ones. Our commitment is to build confidence in your financial future so you’re well prepared for any challenges life brings your way.
We invite you to embrace this holiday season with peace and joy, knowing we are here to support your financial journey every step of the way.
Reflecting on 2023
As we give thanks and warm wishes and celebrate the start of the new year, it’s important to reflect on all that we’ve achieved this year. It wasn’t always easy, but we have weathered the storms and we are stronger for it! Inflation, continued stock market volatility, and recession concerns are still on the horizon, but we have high hopes for 2024.
Whether or not you are glad to see this year go, take time to reflect on all that it has brought and the good things that have come from every victory and trial.
Looking Ahead to 2024
We hope you are excited for everything the new year will bring, and we encourage you to think about what you want 2024 to hold for you. The end of the year is a great time to set new goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries and create a vision for the coming year so that you can hit the ground running in January. Enjoy some well-deserved rest and get excited for the new year!
Our Appreciation for You
Everything our team at GLH&C Financial Services achieves as a firm is all due to you. Your loyalty brings new clients to our doors, and your trust helps us build strong relationships that last a lifetime. We hope that in serving you, we have provided your family comfort in knowing that we are here to help whenever you have questions or concerns. We understand that life changes can happen at any moment, and we want you to rest easy knowing that when you need advice, guidance, or simply someone who will listen, we’re here for you.
As we prepare to enter a new year, we look forward to continuing to help you pursue your financial goals in 2024. Here’s wishing you joy and laughter during the holiday season and a happy new year!
Start the Year Off Right
To review your financial plan before the year ends and prepare your finances for a successful 2024, we invite you to get in touch with us by emailing me at firstname.lastname@example.org or calling 916-967-3208. I’d love to see how I can help you pursue your ideal financial future. I look forward to connecting with you!
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 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.