Get the help you need in your financial future. More than just a plan, you need a guide.

"Our passion goes far beyond strategy and numbers, we want more than anything to help people find the peace available in their finances and hope in their future!"
- Linda Rose Jensen

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how can We help you?

Looking For Help With
PERSONAL FINANCES

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Looking For Help With
BUSINESS FINANCES

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Our goal is to increase your profits and business valuation

Lower Your Taxes

Lower Business Expenses

Exit Planning

Lower Income Taxes

We can help lower your taxes by 80% if you own a privately held company, the owners are paying a minimum of $500K annually, and you have a minimum of a dozen non-related employees!

Lower FICA Taxes

We can lower FICA taxes $500 per employee

Capital Gains Taxes on Sale of Business or Highly Appreciated Real Estate

We can lower Capital Gains Taxes by 96%

Estate Taxes

We can lower Federal Estate Taxes by a minimum of 65%

20%-50% Savings on Workers Comp Premiums

Unlock substantial savings on Workers' Compensation premiums, up to 20-50%, through our expert strategies tailored to your business.

15%-20% Savings on Medical Insurance Premiums

Our customized solutions are tailored to bring you 15%-20% savings on your medical insurance premiums.

Do you have an exit plan for your business?

Our overall goal is to increase your profits and business valuation. Our Heart Financial Group Business team includes industry-leading resources: Certified Exit Planning Advisors, Merger & Acquisition Specialists, CPAs, estate planning attorneys, tax attorneys, and tax strategists. Increasing the business valuation is a key aspect of a successful exit plan that will pay long term dividends for you as well as your family. This success requires a team of highly professional and varied disciplines.

If only 20% sell, what happens to the other 80%

78%

Have no formal transition team of advisors

83%

Do not have a plan, or have not documented of communicated their plan

67%

Do not understand the options available

Can you answer these questions?

Is the business ready to sell?

Do you know the value of your business?

Is the market right for your business sale?

What is your motivation for selling your business?

When is the right time for you to exit your business?

How much longer do you want to run the business?

Do you know how to increase your business multiples?

What ideas do you have about how to increase your profits?

What factors should you consider when exiting your business?

Are your business financials ready for buyers and due diligence?

Do you know how to use tax credits and incentives to increase profits?

Do you know how to eliminate capital gains on the sale of your business?

Get Equipped to Answer These Questions!

How We help You

Our Heart Financial Group Business team partners includes industry-leading Certified Exit Planning Advisors, CPAs, attorneys, and tax strategists who help clients exit their businesses successfully, reduce taxes, and keep more of their hard-earned money—both today and in the future.

Heart Financial Group Business Services

Exit Planning Strategies
Reduction of income taxes
Reduction of business taxes
Reduction of Worker’s Comp Premiums
Reduction of Medical Insurance Premiums
Elimination of 94% of capital gains taxes

Reduction of at least 65% of estate taxes
Research & Development Tax Credits
Advanced Life Insurance Strategies
ERTC: Clients receive up to 20% more refund
ESOP: Employee Stock Ownership Program

We offer audit protection for every strategy.

Our partners have created $3.5 Billion in client savings!

View The Summary of strategies

Schedule a Free Call Today!

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Linda Rose Jensen

CFF, CLU, ChFC, LUTCF, CLTC, CSA, CFEd, Certified Financial Fiduciary, Financial Services & Insurance Professional, Certified Financial Educator, SOFA Financial Literacy Instructor

Linda Jensen is the principal and owner of Heart Financial Group. Linda began her career with Prudential Preferred in 1994 where she was an agency leader. She earned the credentials Chartered Financial Consultant and Chartered and Chartered Life Underwriter. Linda is a Certified Financial Fiduciary. She has been in practice as a financial services and insurance professional since that time. Linda started her own practice in 1997.

"I have been helping people with their finances for nearly three decades, and along with my passion to teach, is my passion and drive to learn! I've taken 33 exams over the course of my career, because I believe the more I know, the more I can help somebody, and that is really what it's all about."
-Linda Rose Jensen

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Heart Financial Group Team

Linda Jensen

CFF CLU ChFC LUTCF CLTC CSA CFEd,
Certified Financial Fiduciary,
Financial Services & Insurance Professional,
Certified Financial Educator,
SOFA Financial Literacy Instructor

Linda Jensen has been licensed in the financial services since 1994. She is committed to the highest standard of integrity. Linda is a Certified Financial Fiduciary, Chartered Financial Consultant and Chartered Life Underwriter. She has conducted educational financial seminars for the past 25 years on a variety of subjects to the public as well as business owners. Linda is a holistic fiduciary financial planner who always has her client’s best interests are heart. She enjoys educating her clients about all aspects of planning. The overall strategy is to provide options so that her clients can make informed decisions based on facts. She is passionate about helping her clients achieve their goals and dreams.

Linda married her college sweetheart. They are proud to live in the Pacific Northwest. They have two children and five grandchildren. Linda is a life-long learner who enjoys hiking, reading, cooking and sewing.

Victor Mojica

Business & Tax Strategist, CPA Due Diligence

Victor is a partner of CPA Due Diligence and Profits USA. CPA Due Diligence is focused on cost-saving, tax mitigation, and wealth creation solutions designed specifically to client requirements in partnership with the business owner’s existing key financial advisors. CPA DDC has sourced experts in the area of tax strategies that purposefully work with exceptional and accomplished top tax attorneys, CPA’s and experts in the field of insurance. Each independent consultant is highly trained, well-educated and licensed in their respective fields. CPADD has access to unique tax strategies that increase profitability for their business clients while addressing and reducing business fiduciary liability. Every tax reduction method is offered with audit protection. Clients have the peace of mind that every solution is compliant with IRS Codes.

James Jurica

CFP® CLU® CHFC® RICP®

James has worked in the financial services industry his entire professional career starting right out of college. He has a passion for working with clients and helping them achieve their long term financial goals. His main area of focus is on the investment management side of financial planning. James has a focus on risk management and wants to ensure that during the investment process, the focus stays on reducing risk and volatility in clients portfolios while still achieving the returns needed to accomplish the objective of the client. James has achieved the Certified Financial Planner CFP®, less than 10% of all financial advisors are CFP® and this advanced training and education allows James to provide the highest quality service and value to clients. He has also achieved the Chartered Financial Consultant CHFC®, Chartered Life Underwriter CLU®, and Retirement Income Certified Professional RICP®. These designations have given James more training and insight on a wide variety financial planning areas. James is married to his wonderful wife Abbey and they have a 1 year old son together and enjoy spending time at the lake together.

Advisory services offered by Wealth Watch Advisors, LLC. Wealth Watch is an independent advisory service and not affiliated with Heartland Financial Group nor any of it's affiliates. The company, and its investment adviser representatives, may not accept orders to affect purchase or sale transactions, accept funds, securities, or similar instructions via email or voicemail.

Darlena Daves

Customer Service

Dar is a customer service superstar. She loves getting to know our clients. She is the go-to person for anything and everything our clients need. Dar is diligent to handle every request as efficiently as possible. She communicates with our clients on a consistent basis and provides updates for every area of the practice. She takes pride in the work that she performs. We are pleased to have Dar on our team in her role as the office manager. Heart Financial Group is here to serve our clients. Please give Dar a call if there is anything you need.

Dar began her financial career at Edward Jones as a Branch Office Administrator in Aberdeen, WA. She ran the branch and handled all of the aspects of its operation.

Dar has 3 grown sons, a 15-year-old stepson, and a lovable husband that she loves to spend time with. When she’s able to, she enjoys reading, writing, and traveling. And for fun, she likes to do manicures with Color Street.

Hayley Stark

Techical Expert

Hayley is our millennial IT expert. She excels at everything technology and is an asset for the practice in a variety of areas.

Hayley Stark is a devoted mother of two children, Sam (8) and Olivia (7) and pet parent to her 8-year-old chocolate lab, Ladybird. Hayley graduated from Martinsburg College with a background in Bookkeeping and Financial Fundamentals, along with certifications in Google IT Fundamentals and Leadership training. In her spare time, she loves horseback riding, coaching youth sports and going on family vacations. She enjoys camping, fishing and kayaking with her kids and pup. Her favorite things in life are coffee, prosecco and Italian cuisine.