Heart Financial Group
Wealth Management and Financial Planning in Olympia WA
Why Linda?
Jack Canfield’s Endorsement.
Your financial life is more than numbers on a page — it’s the foundation of your future, your freedom, and your family’s security. At Heart Financial Group, we take a deeply personal approach to financial health, helping you protect what you’ve built, help reduce unnecessary taxes, and grow lasting wealth. Whether you’re planning for retirement, managing investments, or simply seeking clarity and confidence about your financial future, we guide you with structured strategies and heartfelt care.
Our mission is to align your money with your life’s purpose. We look at every opportunity to seek to optimize what you keep, from optimizing cash flow and tax efficiency to structuring investments that support both short-term goals and long-term legacy. You’ll gain confidence knowing your plan is tailored for you — so you can focus on what truly matters: living fully, giving generously, and enjoying the life you’ve worked hard to create.
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Why Olympia Residents Trust Heart Financial Group
Linda helped me navigate my retirement transition of my state employment Deferred Compensation account into a combination of investments, an annuity, and an IRA. She took the time to explain my options, answer my questions, and make sure I understood the decisions I was making.
Linda is an energetic, God-loving woman who genuinely puts her clients first. She and her staff (Dar and Chelsea) consistently go above and beyond to provide personal attention, guidance, and support. I have always felt that my financial well-being is truly important to them.
I highly recommend Linda Jensen to anyone looking for a knowledgeable, caring, and trustworthy fiduciary. I am extremely grateful for her guidance and the confidence she has given me as I transition into retirement. Five stars without hesitation!
Tim and Judy Carlson
She is highly educated in this field and regularly attends financial seminars and classes to keep updated.
We wholeheartedly recommend Linda as a Financial advisor.
George and Peggy
Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials. Because the testimonials are provided by existing clients, there is a conflict of interest because we provide services to the clients.
It’s Time To Get On Track
Our Path To Retirement
We follow a five-step process to create your financial plan. A key feature of our five-step process is that it can be applied to any financial decision or concern you have. It is designed to help you make informed decisions about your money based on facts and an experienced team of professionals to provide guidance to you along the way. We take the time to thoroughly explore your needs no matter the stage of life you are in to help provide a strategy that we continue to monitor and as your circumstances change.
Retirement Income Planning
We can help you plan and seek to create a sustainable income intended to provide a foundation for your retirement lifestyle.
Wealth Management
Our investment planning is based on a philosophy of controlling for volatility and eliminating unnecessary fees.
Tax Planning Strategies
We’ll walk you through the numerous tax planning strategies that can minimize your taxes in a legal and ethical manner.
Healthcare & Long-Term Care
The costs of healthcare are rising and will be part of your life both pre-retirement and post-retirement. We’ll plan for and address these costs.
Legacy & Estate Planning
Since we all will eventually pass, it is critical to have a plan to make sure that your hard-earned assets go to your loved ones and charities in the most efficient manner.
Retirement Resources
Download Linda’s Book
What is Your Exit Strategy?
Maximize Your Business Mindset. Minimize the Minefields.
Linda’s book, What is Your Exit Strategy? offers a roadmap for business owners to create a comprehensive exit plan. Targeted primarily at successful entrepreneurs. Linda explains why only 20% of businesses are successfully sold and another 50% of businesses sell involuntarily. The book outlines the issues around exit planning and provides valuable resources. Through practical guidance, expert insights, and real-life examples, Linda helps readers understand the financial and emotional components of a successful business transition
Podcast Appearances
Close Up Radio
Part 3: Close Up Radio Welcomes Back Financial Consultant Linda Jensen of the Heart Financial Group
Our Service Providers
