Influential Entrepreneurs with Mike Saunders, MBA cover logo

Interview with Linda Jensen, Principal and Owner of Heart Financial Group Discussing New Website Loweryourtaxestoday.com

19m · Influential Entrepreneurs with Mike Saunders, MBA · 08 Apr 21:57

Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping them access a wide range of resources. “Business owners are in a lonely place,” says Linda. “I want to develop a relationship with the business owner, offer counseling and serve as a referral service.” Linda began her career in 1994 with Prudential Preferred Financial Services; for three years Linda was an agency leader in Tacoma, Washington.
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.
Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.
Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.
Learn More:
https://www.heartfinancialgroup.com/
https://www.LowerYourTaxesToday.com
Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that the registration with the SEC does not guarantee the success of investment advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-new-website-loweryourtaxestoday-com

The episode Interview with Linda Jensen, Principal and Owner of Heart Financial Group Discussing New Website Loweryourtaxestoday.com from the podcast Influential Entrepreneurs with Mike Saunders, MBA has a duration of 19:05. It was first published 08 Apr 21:57. The cover art and the content belong to their respective owners.

More episodes from Influential Entrepreneurs with Mike Saunders, MBA

Interview with Arthur Cohen, Founder of Arthur Cohen Insurance Discussing Policy Review

With Over 40 years in the life insurance business. Creative and strategic ways of using our expertise in life insurance as a valuable tool to protect families and businesses. Expertise in Long Term Care insurance, having brought it to the attention of the public almost since its inception. Annuity planning using the most appropriate products for “safe money”. Board member of a nationally recognized neurocognitive research and care facility. Great reputation among our clients and peers for our dedication and devotion to our clients. Old-school sensibility and service combined with up-to-date expertise.
Learn More: https://arthurcoheninsurance.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-arthur-cohen-founder-of-arthur-cohen-insurance-discussing-policy-review

Interview with Samuel Dixon, RFC Co-Founder of Oxford Advisory Group

As a managing partner of Oxford Advisory Group, Samuel J. Dixon is focused on retirement planning, IRA legacy planning, and investments for retirees, executives, and small-business owners. He routinely offers educational classes on taxes in retirement and developing a steady and reliable retirement plan.
Samuel, with his expertise as a RFC, also contributes articles that are featured in financial publications such as Kiplinger Financial, Newsmax, and The Street.
Samuel has passed the Series 65 securities exam and also holds his insurance licenses in Florida and South Carolina. Samuel graduated from the College of Business at Florida State University with a degree in risk management and insurance with a focus in financial planning and wealth management.
Samuel and his wife, Katie, are raising their three children, Clark, Callan, and Elowen. Samuel also enjoys coaching Clark in sports. He teaches youth at his church and enjoys boating on Lake Butler with his family.
Learn More: https://oxfordadvisorygroup.com/
This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation, and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Oxford Advisory Group does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Oxford Advisory Group assumes no obligation to update this information or to advise on further developments relating to it.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-samuel-dixon-rfc-co-founder-of-oxford-advisory-group

Interview with Michael Opp Founder of Opp Financial – Their Unique Approach to Portfolio Diversification

Michael has been working in wealth management for over 25 years. He holds a Series 65 license and Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array of financial assets. Enabling him to successfully meet the financial planning needs of his clients while building long-lasting, meaningful relationships with them.
Michael received a B.S. in Business Administration and a minor in Economics in 1992. Michael’s belief-in being a well-rounded individual, allowed him to compete in college football and track at the University of Redlands in California. He continued to compete in the track and field circuit until just after the 1996 U.S. Olympic Trials. This experience compelled him to give something back to his community. Michael coached high school, youth football, and track and field for over 17 years. He also has been married to his wife, Tamalynn since 1996. They are proud parents of three children Brady, Lance, and Elena.
Learn More: https://www.oppfinancial.com/
Advisory services offered by Wealth Watch Advisors, LLC. All other services are offered through Opp Financial Group, LLC. Wealth Watch Advisors, LLC and Opp Financial Group, LLC are not affiliated.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-michael-opp-founder-of-opp-financial-their-unique-approach-to-portfolio-diversification

Interview with Kevin Coffey & Christina Keller with A Brighter Future Discussing Their More Money for You Program

Kevin and Christina, are a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head.
But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had been thrown a lifeline that offered choices. They’re not just another option; they’re a lifeline, a bridge to a brighter future by offering you choices.
Learn More: http://www.abrighter-future.com
Be advised that A Brighter Future LLC. provides general information and resources for informational purposes only. We are not providing legal advice or investment advice, and nothing on our platform or in our communications should be construed as such. Our materials, including but not limited to articles, guides, and responses to inquiries, are not a substitute for professional legal or investment advice from qualified professionals licensed in your jurisdiction. If you require legal advice, investment advice, or representation, we strongly recommend consulting with licensed professionals who can provide tailored advice based on your specific circumstances. While we strive to ensure the accuracy of the information provided, laws, regulations, and market conditions vary and may change over time. Therefore, we cannot guarantee the completeness or accuracy of the information presented.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-their-more-money-for-you-program

Interview With Stephen Ng, CLU, ChFC, CEP Founder of Stephen Ng Financial Group-Discussing IRA Rescue to Leverage Retirement Wealth

Stephen Ng, whom you may have seen in NBC, Forbes, Wall Street Journal, U.S. News and World Report, New York Daily News, and others. He has also been interviewed by Fox TV and Christian Television Network. Stephen is the Author of “10 Financial Mistakes You Should Avoid” which has been a wonderful resource for many of his clients. All of the proceeds from the book sales go to benefit World Vision International. Stephen is also the Founder and President of Stephen Ng Financial Group.
Stephen is married, has 3 children and resides in New Jersey and Florida. Stephen is a warm and passionate communicator who loves to share his financial wisdom and insights. He served as a Deacon at Trust In God BaptistChurch in New York City and was the Chairman of the Board from 2008 to 2016. Currently, he serves as a trustee for Doxa Church in New York City. Stephen attends Bell Shoals Church, in Brandon, Florida. He loves to travel and frequently speaks internationally during mission trips with his church.
Learn More: https://www.stephenngfg.com/
The views expressed are not necessarily the opinion of Stephen NG, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-discussing-ira-rescue-to-leverage-retirement-wealth

Every Podcast » Influential Entrepreneurs with Mike Saunders, MBA » Interview with Linda Jensen, Principal and Owner of Heart Financial Group Discussing New Website Loweryourtaxestoday.com