Linda Jensen, CF2

About Linda Jensen

Linda Jensen is the principal and owner of Heart Financial Group.  The main office is in Olympia, WA and a satellite office in Lakewood, WA.  Linda began her career with Prudential Preferred in 1994 where she was an agency leader. She earned the credentials of CLU ChFC and has been in practice as a financial services and insurance professional since that time. Linda started her own company in 1997.
Some of the most common concerns of Linda’s clients are:
·        Not having a written plan
·        Taking too much risk
·        Understanding when to draw Social Security Benefits
·        Concern about the next market correction and potential losses
·        Someone to call if a partner dies or is incapacitated
·        Not understanding how long savings will last in retirement
·        Advice about the best way to take income from retirement accounts
Matching her clients with the appropriate amount of risk for their comfort and security is the foundation of financial planning.  Linda assists her clients to manage the risks of retirement:
·       Potential long-term care event
·       Mitigating stock market losses
·       Legacy planning for surviving spouse
·       Tax Planning
·       Estate Planning
·       Longevity Planning
Linda Has enjoyed conducting educational seminars for the past 24 years.