At Luz & Legacy Insurance, we go far beyond traditional insurance sales — we deliver a 360° approach to your financial life. Our team of highly skilled professionals specializes in Risk Management and Wealth Protection, ensuring every decision safeguards not only your present but also your legacy for generations to come.
We believe that every individual is unique. That’s why we begin with a personalized consultation to understand your complete financial picture, your goals, and the assets you wish to protect. From there, we recommend the most effective solutions available in the market — leveraging our access to top-tier insurance carriers and a network of trusted financial experts.
As an independent brokerage, we are not tied to a single provider. This gives us the freedom to tailor strategies that align with your exact needs, profile, and vision for the future. From strategic wealth transfer to tax-efficient planning, we structure solutions that allow your life’s work to continue making an impact for generations to come.
For us, building wealth is not just about numbers — it’s about protecting your family in what truly matters. We help you design a plan that ensures your loved ones are cared for, your assets are safeguarded, and your vision for the future becomes a lasting reality.
Because protecting what you’ve built is just the beginning — we help you secure your path and elevate your legacy.
Behind every policy is a family, a dream, and a future worth protecting. Discover how Luz & Legacy turns financial security into lasting legacies.
Tailored life, health, and protection solutions that safeguard families, preserve assets, and ensure clarity for generations to come.
Through strategic consulting, we design personalized frameworks that protect assets, support families, and preserve long-term vision.
We work alongside legal and financial professionals to help clients create a comprehensive plan to protect and transfer assets efficiently.
We’re here to listen, guide, and design protection strategies tailored to your needs.
Connect with us and take the first step toward securing your legacy.
Monday to friday 8:00 am to 5:00 pm
+1 (480) 866-8714
+1 (480) 866-8714
support@luzandlegacy.com
Founded by two proud Latinas, Luz & Legacy Insurance was created to close the wealth gap—one policy at a time
