Our Commitment
At Linage & Legacy, we adapt to your unique financial needs and are commit to providing excellent service. Explore our offerings and see how our Financial planning or private workshops will help or your organization.
Lineage & Legacy exists to break cycles of generational poverty by equipping the next generation and their families with the tools to make confident, informed financial decisions. Our mission is to bring practical, relatable financial education into local secondary schools, colleges, and underserved communities.
Closing the Financial Gap
To create a legacy
Our Services
Linage & Legacy LLC offers specialized financial planning services tailored to your unique needs. We focus on understanding your requirements and providing effective, practical solutions to secure your financial future in Richmond, Texas.
Financial Workshops
We offer a range of specialized services tailored to meet your individual needs.
College Planning
We offer a range of specialized services tailored to meet your individual needs.
We offer a range of specialized services tailored to meet your individual needs.
Business Solutions
Enterprise Strategies
We offer a range of specialized services tailored to meet your individual needs.
About Us
Lineage & Legacy LLC was founded with a passion for helping families and individuals secure their financial future. Based in Katy, Texas, we provide personalized financial planning with integrity and care. Whether you’re a single mom working hard to make ends meet or a CEO seeking strategies to minimize taxes, we’re here to guide you every step of the way.
Securing Your Financial Future
Located in Richmond, Texas, Linage & Legacy LLC is dedicated to providing adaptable and excellent financial planning services. Explore how we can help you achieve your financial goals and contribute to your long-term success.
"The outstanding service we received from Linage & Legacy LLC has been invaluable. Their team’s dedication to meeting our needs and exceeding our expectations is truly commendable. We are grateful for their expertise."
Emma Thompson
"We can't say enough about the exceptional service provided by Linage & Legacy LLC. Their team's commitment to understanding our unique financial situation and delivering tailored solutions has made a significant impact on our financial well-being."
Oliver Hartman
Contact Us
Location
Katy, Texas
United States