Heart Financial Group

Full Address:
3250 14th Ave NW
Olympia, WA 98502
Phone:
360-878-8065
Business Email:
[email protected]
Website:
https://heartfinancialgroup.com/
Description:
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.
Keywords:
Financial Planner, Retirement & Income Planning, Wealth Management, Tax Planning, Healthcare And Long-Term Care, Estate And Legacy Planning
Hours:
Monday - Friday 7:30 am - 4pm
Social Profile Links:
https://www.facebook.com/HeartFinancialGroup/
https://x.com/LindaJensenChFC
https://www.instagram.com/heartfinancialgroup/
https://www.youtube.com/@heartfinancialgroup
https://www.linkedin.com/in/linda-jensen-a93822149