Financial Planning

Your Financial Life, Thoughtfully Designed
Every successful financial journey begins with a thoughtful plan. Linda Black takes the time to understand where you are today and where you want to go—crafting a personalized strategy to help you get there with confidence.

Your comprehensive plan becomes a living roadmap, guiding decisions around income, expenses, investments, insurance, and estate planning. Together, we’ll align each part of your financial life so it supports the bigger picture—your goals, your priorities, and your peace of mind.

Investment Management

Investing with Clarity and Confidence
Your investments should reflect more than numbers on a page—they should reflect your life. Linda crafts investment strategies that are as individual as you are, balancing growth with stability, and opportunity with prudence.

Through careful asset allocation, risk management, and tax-efficient planning, Linda helps you stay focused on long-term results, not short-term distractions. Our goal is simple: to help you create, grow, and sustain your wealth—so it supports the life you’ve worked hard to build.

Multi-Generational & Estate Planning

Preserving What Matters Most
Your legacy is more than what you leave behind—it’s the values, traditions, and security you pass forward. Our estate planning approach ensures your wealth is preserved and your intentions are honored.

Working closely with CPA and Estate Planning Attorneys, we develop strategies that manage appreciated assets, minimize estate taxes, and ensure a smooth, meaningful transition for the next generation.

Specialty Planning

Preparing for Life’s Turning Points
Life has a way of changing course, often when we least expect it. Whether you’re navigating major life transitions—such as a divorce, home purchase, career change, inheritance—or preparing for the unexpected, we’re here to help you plan with foresight and flexibility.

Together, we’ll create strategies that protect your wealth, simplify complexity, and keep you well-prepared for whatever comes next.

Federal Employees/Benefits

As a ChFEBC℠ (Chartered Federal Employee Benefits Consultant℠), Linda Black provides guidance on the ever-changing Federal Government Benefits Programs. She has extensive knowledge about FERS, CSRS, and Special Provisions (LEO, FF, ATC, CBPO, MRT).

If you have questions about your TSP, FEGLI, Social Security, or other aspects of your retirement benefits, we can help!