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.
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.
Estate Plan Evaluation
We’ve partnered with an estate attorney who offers our clients a complimentary 30-minute consultation. Having a solid Will and Living Trust in place is essential for protecting your assets and avoiding the hassle of probate.
Generational Wealth Planning
Plan for the future with strategies designed to align with your family values to help facilitate effective wealth transfer for generations to come.
Financial Workshops
Let us come to your organization and host a comprehensive corporate workshop tailored to your team’s needs. We provide engaging, educational sessions designed to empower employees with practical financial knowledge they can use immediately.
Linage & Legacy partner exclusively with top-rated financial services and insurance providers, all of whom maintain a credit rating of A or higher, ensuring you receive the exceptional product options you deserve.
Closing the Financial Gap
To create a legacy
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 Katy,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."
Willie Thompson
Schedule Consultation
Location
2717 Commercial Center Blvd
Katy, Texas
United States
281-300-6656