We pursue a more secure financial future for all of our neighbors
Founded in Houston for young adults
Legacy Institute for Financial Education was founded in 2014 by the Ceasars alongside their friends LeRonda and Kenton Lockhart in response to young adults' desire to understand more about the biblical principles of finance.
Moved to Lufkin and included adults
Upon our arrival in Lufkin, we recognized the need for our services to be taillored to adults looking improve their financial situation through personal financial and investment coaching.
SFA campus program launched
Driven to establish an avenue for profession seeking college students to learn key stewardship practices, we partnered with SFA student organizations to provide opportunities for internships, student body workshops, and investment coaching.
Pilot class of Gen A enrolled
Fueled by feedback from our college and adult students, we launched our mentorship program to address the need for youth to get engaged in their educational, financial, and professional circumstances.
Expansion of youth department
Encouraged by the students in the program, we partnered with Lufkin ISD's Gear UP team to help increase access to academic and financial enrichment activities.
Launch Financial Opportunity Center
In order to better track the progress of our clients, LIFE transitioned into a one-on-one coaching model rather than the workshops. We joined the Local Initiatives Support Corporation's (LISC) network of Financial Opportunity Centers and adopted their bundled services model .
First plant in the community garden
The Lufkin Urban Garden & Market will address the needs of the current food desert in the North Lufkin community. The garden will provide the community with locally grown organic produce at little to no cost.
Rubinger Fellowship Recipient
Undistracted by the 2020 Covid-19 pandemic, LIFE sets its eyes on empowering entrepreneurs and the community that supports them by designing a Financial Wellness Cooperative (FWC). The Rubinger's Fellowship was awarded to our CEO as he spearheads this effort.
Launch Next Chapter
Established Next Chapter to better employ the community through LISC’s network of Bridges to Career Opportunity Centers (BCO). Next Chapter is our career pathway program that connects to Angelina College, LIFE Tech, Lufkin Urban Garden and Market and employer trainers to upskill Deep East Texas’s labor market.