Linda Jensen spotlights protection-first financial planning on Close Up Radio

Financial consultant Linda Jensen of Heart Financial Group was featured in a three-part Close Up Radio interview airing June 30 through July 2, 2026. Jensen said her Washington-based firm focuses on helping clients build financial safety through retirement, tax, estate and exit planning.

Why it matters: - Linda Jensen’s message pushes financial planning beyond returns and projections. - Heart Financial Group positions planning as a defense against chaos, with an emphasis on safety for families, businesses and retirees. - The firm’s approach is designed for clients facing long retirements, business transitions and other risks that can threaten wealth and stability.

What happened: - Close Up Radio featured Linda Jensen, founder of Heart Financial Group, in a three-part interview with Doug Llewelyn. - The interviews aired Tuesday, June 30, Wednesday, July 1 and Thursday, July 2, 2026, at 12 p.m. Eastern. - Heart Financial Group is based in Washington state and serves clients nationwide.

The details: - Jensen said most people assume financial planning is about investing or growing money, but her practice centers on protection and peace of mind. - Her firm covers retirement planning, tax planning, estate planning, business succession, risk management and legacy planning. - Jensen said tax planning can support financial safety, retirement planning can help clients avoid outliving resources and estate planning can protect families. - She said business strategies should make companies less vulnerable to unexpected events. - Jensen has passed more than 30 industry exams and holds the Certified Financial Fiduciary, Chartered Life Underwriter and Chartered Financial Consultant designations. - She is also a Certified Exit Planning Advisor. - Jensen said she works to give clients the knowledge to understand their options and the consequences of their choices. - Her retirement planning considers longevity risk, inflation, tax increases, market volatility, long-term care costs and surviving a spouse. - Her exit-planning work includes systems and process design, buy-sell agreements, capital gains and estate tax strategies, and value acceleration methodology. - Jensen said about 80% of businesses never sell because they are too dependent on the owner. - Her book, What is Your Exit Strategy?, addresses owner dependency, the five Ds, succession options such as ESOPs and ways to maximize business value. - The book is intended to help owners prepare for planned and unexpected transitions without heavy technical detail. - Jensen has more than 33 years of experience in financial services. - Her client base includes profitable business owners, couples planning for retirement, professionals and families across the United States. - Jensen said she is legally obligated as a Certified Financial Fiduciary to act in clients’ best interests. - The company said Jensen has also been featured in national publications including Forbes, Fortune, Kiplinger and CNBC. - The release includes links to the June 30, July 1 and July 2 podcast episodes, plus more information at Heart Financial Group.

Between the lines: - Jensen’s personal story frames her advice as risk management shaped by early experience with instability and caregiving. - The message is aimed at business owners who may see succession as optional, even though owner dependence can leave companies and wealth trapped. - Her emphasis on education suggests the firm wants to be seen as a planning partner, not just a product seller.

What’s next: - Jensen will continue using media appearances, speaking engagements and her book to reach business owners and retirees. - Heart Financial Group is likely to keep emphasizing exit readiness, retirement resilience and legacy planning as core themes for clients planning long-term transitions.

The bottom line: - Jensen is pitching financial planning as protection first, with business continuity and family security at the center of the pitch.